Zachary
Clifford

Captrust

CRD#6704532
Investment Advisor
in Wellesley Hills, MA

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

10 Laurel Avenue, Suite 100
Wellesley Hills, MA 02481

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Captrust Brokerage Details

Total Assets Under Management

$852,173,054,617

MA Average: $3,625,019,099
Total Number of Employees

1,554

MA Average: 22
Total Number of Accounts

100,603

MA Average: 1,917
Average Account Size

$8,470,653

MA Average: $1,890,985

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

2023 - Present (1 year)

Capfinancial Partners LLC (Captrust)

2023 - 2023 (< 1 year)

Travel

2022 - 2023 (1 year)

Scs Capital Management, LLC

2021 - 2022 (1 year)

Weston Securities Corporation

2021 - 2022 (1 year)

Washington Trust Advisors, Inc

2017 - 2017 (< 1 year)

Citizens Bank

2017 - 2017 (< 1 year)

Citizens Securities, Inc

2017 - 2021 (4 years)

Weston Securities Corporation

2017 - 2021 (4 years)

Weston Financial Group, Inc

2016 - 2017 (1 year)

Axa Advisors

2015 - 2015 (< 1 year)

Candy Zone

2013 - 2017 (4 years)

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

Mark Huffman
Sacramento, CA
Ryan Lee
Dayton, OH
David Stix
Houston, TX
Marguerite Fagan-Whitmore
New Hyde Park, NY
Jessica Mayo
San Antonio, TX
Shawn Morris
Boerne, TX
Catherine Bragg
Birmingham, AL
Audrey Scroggs
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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