Zachary
Green
Cwm, LLC
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About this Advisor
Zachary Green is a financial advisor based in Scottsdale, Arizona, working with Cwm, LLC. Zachary has previously held positions at Lpl Financial LLC, Metlife Securities, Inc, Lpl Financial, LLC, Oneaz Credit Union, Silverhawk Asset Management, LLC, Cwm, LLC, and Silverhawk Private Wealth. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Zachary is part of Cwm, LLC, which operates out of Scottsdale, Arizona. The firm has 165 offices and 1,111 employees. The firm manages assets totaling $26.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Cwm, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cwm, LLC Brokerage Details
$26,774,389,503
1,111
110,327
$242,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Zachary Green Work History
Cwm, LLC
Silverhawk Private Wealth
Silverhawk Asset Management, LLC
Lpl Financial, LLC
Oneaz Credit Union
Lpl Financial LLC
Metlife Securities, Inc
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Zachary Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cwm, LLC
Green Bay, WI
Sioux Falls, SD
Omaha, NE
Omaha, NE
Foxboro, MA
Fort Atkinson, WI
Hastings, NE
Pittsburgh, PA
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