Zachary
Henegan

Royal Alliance Associates, Inc

CRD#6516748
Investment Advisor
in Greenville, PA

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About this Advisor

Zachary Henegan is a financial advisor based out of Greenville, Pennsylvania, who has 12 years of work experience. Henegan works at Royal Alliance Associates, Inc. During their career, Henegan has held roles at Greenville Dairy Queen, Pennsylvania State Dcnr, Henegan Financial Services and Royal Alliance Associates. Henegan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Royal Alliance Associates, Inc is a company that has its headquarters in Greenville, Pennsylvania. The firm has offices in 905 locations and a total of 3,849 advisors. It administers $28 billion in assets between its 112,286 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 134 charities and foundations. Of its 112,286 customer accounts, 18% belong to high-net-worth individuals who have greater than $1 million in assets. The firm performs a number of 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 educational seminars. Fees charged by financial advisors typically are based on the type of financial services. Fees billed by Royal Alliance Associates, Inc likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

377 South Main Street Suite 102
Greenville, PA 16125

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

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

3,849

PA Average: 92
Total Number of Accounts

112,286

PA Average: 6,978
Average Account Size

$251,584

PA Average: $1,450,417

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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
  • Educational seminars/workshops

Zachary Henegan Work History

Zachary has 12 years of experience.

2017 - Present (5 years)

Royal Alliance Associates

2016 - Present (6 years)

Henegan Financial Services

2013 - 2016 (3 years)

Pennsylvania State Dcnr

2010 - 2013 (3 years)

Greenville Dairy Queen

Disclosures

Zachary Henegan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

John Franzago
West Dennis, MA
Grant Hartwell
Torrance, CA
Donna Tso
Honolulu, HI
Terry Nordmeyer
Kankakee, IL
Maja Stojanovic
Wakefield, MA
Kathryn Higgins
Fairport, NY
Russell Munn
Henrico, VA
Blake Harper
Lafayette, LA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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