Zachary
Holdsworth
Steward Advisors Group, LLC
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About this Advisor
Zachary Holdsworth is a financial advisor based in Clifton Park, New York, working with Steward Advisors Group, LLC. Zachary has previously held positions at Simmons Capital Group, Steward Advisors Group, LLC, The Windmill Country Market, McMaster University, Muskoka Woods, and Homeschool. Zachary has passed the Series 65 regulatory exam and is registered to provide services in New York and Texas. Currently, Zachary is part of Steward Advisors Group, LLC, which operates out of Clifton Park, New York. The firm has 6 offices and 9 employees. The firm manages assets totaling $35.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Steward Advisors Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Advisors Group, LLC Brokerage Details
$35,541,647
9
121
$293,733
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Zachary Holdsworth Work History
Simmons Capital Group
Steward Advisors Group, LLC
The Windmill Country Market
Mcmaster University
Muskoka Woods
Mcmaster University
Homeschool
Disclosures
Please visit the SEC profile of Zachary Holdsworth 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 Steward Advisors Group, LLC
Clifton Park, NY
Clifton Park, NY
Clifton Park, NY
Clifton Park, NY
Chicago, IL
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