Zachary John Holdsworth

Employer firm

Simmons Capital Group CRD 281122

$213M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2022 → Present
  Simmons Capital Group
  Halfmoon, NY
• 09/2022 → Present
  Steward Advisors Group, Llc
  Halfmoon, NY
• 09/2021 → 08/2022
  The Windmill Country Market
  Mt. Pleasant
• 09/2017 → 08/2021
  Mcmaster University
  Hamilton
• 05/2020 → 08/2020
  Mcmaster University
  Hamilton
• 07/2019 → 08/2019
  Muskoka Woods
  Rousseau
• 08/2013 → 08/2017
  Homeschool
  Antalya

Other Businesses

Steward Advisors Group - independent RIA where I have associate advisory responsibilities; approximately 20 hours/week beginning in 09/2022 where I meet with existing and prospective clients and additionally have some operational responsibilities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-03

Other Names

• Zach Holdsworth