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Zachary Logan Stein

One Capital Management, LLC

Westlake Village, CA

CRD 6851084

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Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
One Capital Management, Llc

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-03
  • CA RA
    APPROVED
    Since 2025-09-03

Branch Locations

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa Los Angeles CA 09/2017 08/2025
Tiaa-Cref Individual & Institutional Services, Llc Los Angeles CA 09/2017 Present
Allieduniversal Security-Rtd Account Denver CO 02/2016 09/2017
One Capital Management Westlake Village CA 09/2025 Present
  • 09/2017 → 08/2025
    Tiaa
    Los Angeles, CA
  • 09/2017 → Present
    Tiaa-Cref Individual & Institutional Services, Llc
    Los Angeles, CA
  • 02/2016 → 09/2017
    Allieduniversal Security-Rtd Account
    Denver, CO
  • 09/2025 → Present
    One Capital Management
    Westlake Village, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-06
S63 Uniform Securities Agent State Law Examination 2017-10-28
  • S66 Uniform Combined State Law Examination
    2019-06-06
  • S63 Uniform Securities Agent State Law Examination
    2017-10-28

View on SEC IAPD

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EAGLE STRATEGIES LLC

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FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro

Nearby Offices

MANCHESTER FINANCIAL INC · WESTLAKE VILLAGE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA

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