Zachary Edward Molan

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

• 02/2009 → 02/2019
  Carmel Middle / Myers Park High School / High Point University
  Charlotte / High Point, NC
• 06/2016 → Present
  Dixon Wells
  Charlotte, NC
• 08/2015 → 05/2016
  High Point University
  High Point, NC
• 05/2015 → 05/2016
  Wells Fargo Advisors
  High Point, NC
• 02/2019 → Present
  Osaic Wealth, Inc.
  Charlotte, NC

Other Businesses

1) PARVIEW FINANCIAL, LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2019 ADDRESS: 310 Arlington Ave, Suite 308, Charlotte NC 28203 DESCRIPTION: We Sell Fixed Insurance Products for Life, DI, LTC, Fixed Annuities 2) CARE RING POSITION: Member, Board of Directors NATURE: Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2024 ADDRESS: 601 E. 5th Street, Suite 140, Charlotte NC 28202 DESCRIPTION: Work with other members of the organization and board of directors. Help with board meetings, review the board and organization as a whole to help see where they can improve. Attend community and charity events.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-10
• S63 Uniform Securities Agent State Law Examination
  2019-03-22

Designations

• Chartered Financial Consultant

Other Names

• Zachary Molan