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Inactive

Zachary M. Ruchman

Hb Wealth

Atlanta, GA

Towson, MD

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Current Employers
Hb Wealth

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-04-07
MD RA APPROVED 2025-01-31
  • DC RA
    APPROVED
    Since 2025-04-07
  • MD RA
    APPROVED
    Since 2025-01-31

Branch Locations

3550 Lenox Rd Suite 2700, Atlanta, GA 30326 • United States

1 West Pennsylvania Avenue Suite 800, Towson, MD 21204 • 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
Wms Partners, Llc Towson MD 04/2023 01/2025
N/A Washington DC 10/2022 04/2023
Rockcreek Group Washington DC 07/2021 09/2022
Blackrock Princeton NJ 06/2018 07/2021
Sinewave Ventures Arlington VA 06/2017 08/2017
Uva Darden School Of Business Charlottesville VA 08/2016 05/2018
Hb Wealth Management, Llc Towson MD 01/2025 Present
  • 04/2023 → 01/2025
    Towson, MD
  • 10/2022 → 04/2023
    N/A
    Washington, DC
  • 07/2021 → 09/2022
    Rockcreek Group
    Washington, DC
  • 06/2018 → 07/2021
    Blackrock
    Princeton, NJ
  • 06/2017 → 08/2017
    Sinewave Ventures
    Arlington, VA
  • 08/2016 → 05/2018
    Uva Darden School Of Business
    Charlottesville, VA
  • 01/2025 → Present
    Hb Wealth Management, Llc
    Towson, MD
Previous Registrations
Other Businesses

Officer of condo board - La Luna Condominiums - not investment-related - 1349 Perry Place NW, Washington DC 20010 - condo board - officer - I own one of two condos in the building so the owners of each unit are automatically "the board" - 9/1/22 - 1 hour/month - 0 hours - oversee the maintenance and upkeep of the building, oversee the finances of the condo board. Harold & Geraldine Polinger Family Foundation ?Investment-related ?1301 Connecticut Ave NW, Suite 450, Washington, DC 20036 ?Charitable family foundation ?Finance committee member (volunteer) ?Began July 29, 2024 ?1 hr/month during business hours ?Advise Polinger Family Foundation on annual budget and investments supporting operations and grantmaking activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-04
  • S65 Uniform Investment Adviser Law Examination
    2023-08-04
Other Names
  • Zachary Ruchman

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