Zachary Sherin

Current Employers

Employment History

• 01/2026 → Present
  Osaic Wealth
  Denver, CO
• 07/2022 → 12/2025
  Deloitte Consulting Llp
  Denver, CO
• 08/2017 → 12/2021
  Northeastern University
  Boston, MA
• 01/2016 → 05/2017
  Oak Park High School
  Oak Park, CA
• 06/2017 → 07/2017
  N/A
  Westlake Village, CA
• 01/2022 → 06/2022
  N/A
  Westlake Village, CA
• 01/2021 → 06/2021
  Stax Inc.
  Boston, MA
• 01/2020 → 06/2020
  Boston Consulting Group
  Boston, MA
• 01/2019 → 06/2019
  Pinnacle Equity Solutions
  Canton, MA
• 06/2018 → 07/2018
  Growing Minds Aac
  Calabasas, CA

Other Businesses

FARM LEGACY ADVISORS POSITION: Financial advisor NATURE: This is a joint effort between Martin Johnson, Ed Rusnak, Zach Sherin and Mark Sherin that originated when we werewith Lincoln. We filed an OBA at that time as well as a marketing name for approval, but it does not appear thoseapprovals came over to Osaic. We have filed a DBA in California to lock up the name, but we are not planning toestablish an unique entity. All revenue sharing is done on the respective applications. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/05/2026 ADDRESS: 31111 Agoura Rd, Ste 200, Westlake Village CA 91361, United States DESCRIPTION: Our duties are the same as in our individual practices. We engage in fee based planning, manage investments and sellinsurance products. We jointly market together and informally share expenses.

Exams

• S66 Uniform Combined State Law Examination
  2026-03-09

Other Names

• Zach Sherin