Ryan
Zacharczyk

Zynergy Retirement Planning

CRD#4587387
Investment Advisor
in Red Bank, NJ

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About this Advisor

Ryan Zacharczyk is a financial advisor based in Red Bank, New Jersey, working with Zynergy Retirement Planning. Ryan has previously held a position at Zynergy Retirement Planning, LLC. Ryan is registered to provide services in New Jersey and Texas. Currently, Ryan is part of Zynergy Retirement Planning, which operates out of Red Bank, New Jersey. The firm has 7 employees and manages assets totaling $131.0 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Zynergy Retirement Planning includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 Nj-35
Red Bank, NJ 07701

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Zynergy Retirement Planning Brokerage Details

Total Assets Under Management

$131,013,995

NJ Average: $10,121,009,343
Total Number of Employees

7

NJ Average: 92
Total Number of Accounts

596

NJ Average: 6,978
Average Account Size

$219,822

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Ryan Zacharczyk Work History

2007 - Present (17 years)

Zynergy Retirement Planning, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ryan Zacharczyk 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 Zynergy Retirement Planning

Grace Gallagher
Red Bank, NJ
Ryan Zacharczyk
Red Bank, NJ
William Gallagher
Red Bank, NJ
Michela Zacharczyk
Red Bank, NJ

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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