Zachary
Clifford
Captrust
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About this Advisor
Zachary Clifford is a financial advisor based in Wellesley Hills, Massachusetts, working with Captrust. Zachary has previously held positions at Citizens Bank, Axa Advisors, Bentley University, Candy Zone, Citizens Securities, Inc, Weston Securities Corporation, Weston Financial Group, Inc, Washington Trust Advisors, Inc, Scs Capital Management, LLC, Capfinancial Partners LLC (Captrust), and Travel. Zachary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Zachary is part of Captrust, which operates out of Wellesley Hills, Massachusetts. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
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
Zachary Clifford Work History
Capfinancial Partners LLC (Captrust)
Travel
Scs Capital Management, LLC
Weston Securities Corporation
Washington Trust Advisors, Inc
Citizens Bank
Citizens Securities, Inc
Weston Securities Corporation
Weston Financial Group, Inc
Axa Advisors
Candy Zone
Bentley University
Disclosures
Please visit the SEC profile of Zachary Clifford 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 Captrust
Sacramento, CA
Raleigh, NC
Houston, TX
New Hyde Park, NY
San Antonio, TX
Lone Tree, CO
Birmingham, AL
Phoenix, AZ
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