Zachary
Stewart
Parsonex Advisory Services, Inc
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About this Advisor
Zachary Stewart is a financial advisor based in Englewood, Colorado, working with Parsonex Advisory Services, Inc. Zachary has previously held positions at Fidelity Brokerage Services LLC, Landrys Restaurants (Saltgrass Steakhouse), Aramark-Red Rocks Amphitheater, Northwestern Mutual, State Farm, Stock Yards Bank And Trust, Vantiv, University Of Dayton School Of Law, Tony Boombozz, Aflac, Under Armour, Modern Capital Advisors, and Parsonex Securities, Inc - Parsonex Enterprises, Inc. Zachary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Zachary is part of Parsonex Advisory Services, Inc, which operates out of Englewood, Colorado. The firm has 3 offices and 5 employees. The firm manages assets totaling $151.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Parsonex Advisory Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Parsonex Advisory Services, Inc Brokerage Details
$151,613,090
5
487
$311,321
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Zachary Stewart Work History
Modern Capital Advisors
Parsonex Securities, Inc - Parsonex Enterprises, Inc
Fidelity Brokerage Services LLC
Landrys Restaurants (Saltgrass Steakhouse)
Aramark-Red Rocks Amphitheater
N/A
Northwestern Mutual
N/A
State Farm
Stock Yards Bank And Trust
N/A
Vantiv
University Of Dayton School Of Law
Tony Boombozz
University Of Dayton School Of Law
Aflac
Under Armour
Disclosures
Please visit the SEC profile of Zachary Stewart 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 Parsonex Advisory Services, Inc
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Tustin, CA
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