Zachary Scott Gibbons

Employer firm

Davis Wealth Advisors CRD 287736

$197M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• BUSINESS AND FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 01/2013 → 02/2017
  Unemployed
  Salem, NH
• 03/2017 → 09/2020
  Black Water Grill
  Salem, NH
• 09/2019 → 05/2023
  Merrimack College
  North Andover, MA
• 06/2021 → 09/2022
  Putnam Investments
  Andover, MA
• 09/2022 → Present
  Davis Wealth Advisors
  Salem, NH

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-02