Zachary
Davidson
Comprehensive Capital Management, Inc
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About this Advisor
Zachary Davidson is a financial advisor based in Rockaway, New Jersey, working with Comprehensive Capital Management, Inc. Zachary has previously held positions at Lori A. Hodge, Cpa & Associates, Acp Labchem, Inc, Pace Analystical, Dick's Sporting Goods, and Mars Community Recreation Association. Zachary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Zachary is part of Comprehensive Capital Management, Inc, which operates out of Rockaway, New Jersey. The firm has 6 offices and 11 employees. The firm manages assets totaling $48.3 million and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and market timing services. The fee structure at Comprehensive Capital Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Comprehensive Capital Management, Inc Brokerage Details
$48,291,805
11
570
$84,722
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
Zachary Davidson Work History
Lori A. Hodge, Cpa & Associates
Acp Labchem, Inc
Pace Analystical
Dick'S Sporting Goods
Mars Community Recreation Association
Disclosures
Please visit the SEC profile of Zachary Davidson 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 Comprehensive Capital Management, Inc
Lynbrook, NY
Rockaway, NJ
Rockaway, NJ
Rockaway, NJ
Douglas Manor, NY
Boca Raton, FL
Rockaway, NJ
New York, NY
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