William Zach Friedrich

Employer firm

Accelerate Retirement CRD 325859

$315M regulatory AUM 562 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 01/2023
  Blackrock
  Princeton, NJ
• 01/2023 → 07/2023
  Nfp Retirement, Inc.
  Aliso Viejo, CA
• 05/2023 → Present
  Accelerate Retirement
  Aliso Viejo, CA

Previous Registrations

• 2023-01-24 → 2023-07-31
  Wealthspire Retirement Advisory
  Ellicott City, MD
  Aliso Viejo, CA
• 2013-06-04 → 2023-01-18
  Blackrock Investment Management, Llc
  Princeton, NJ
  Washington, DC
  Newport Beach, CA
  Princeton, NJ
  Newport Beach, CA
  Princeton, NJ

Other Businesses

Insurance Agent - Mr. Friedrich in his individual capacity, is a licensed insurance agent, and recommends the purchase of certain insurance products on a commission basis; non-investment related; less than 5 hours monthly which could be during market hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-05-31

Designations

• Certified Financial Planner