Zachary
Davidson
Comprehensive Capital Management, Inc
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About this Advisor
Zachary Davidson is a financial advisor based out of Rockaway, New Jersey who has 4 years of relevant experience. Davidson currently works for Comprehensive Capital Management, Inc. Davidson has gained experience at Lori A. Hodge, Cpa & Associates, Acp Labchem, Inc, Pace Analystical, Dick'S Sporting Goods and Mars Community Recreation Association. Davidson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Comprehensive Capital Management, Inc is a firm operating out of Rockaway, NJ. The company has offices in six locations and a total of 12 advisors. It administers $41 million in total assets among its 647 customer accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Comprehensive Capital Management, Inc performs a diverse set of services, such as 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. A financial advisor's fees usually are based on which services the firm provides the client. However, fees billed by Comprehensive Capital Management, Inc most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Comprehensive Capital Management, Inc Brokerage Details
$40,474,820
12
647
$62,558
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
Zachary has been registered as a financial advisor for 4 years.*
Lori A. Hodge, Cpa & Associates
Acp Labchem, Inc
Pace Analystical
Dick'S Sporting Goods
Mars Community Recreation Association
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
New York, NY
Rockaway, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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