Zachary
Tierno

Mycio Wealth Partners, LLC

CRD#7139348
Investment Advisor
in Philadelphia, PA

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About this Advisor

Zachary Tierno is a financial advisor based out of Philadelphia, Pennsylvania with 4 years of relevant experience. Tierno currently works for Mycio Wealth Partners, LLC. Over the course of their career, they have held roles at Mycio Wealth Partners, Resource America, Rutgers University, Aqimero, Plaza Azteca, N/A and Timber Creek Regional High School. Tierno maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Pennsylvania. Mycio Wealth Partners, LLC is an advisory company based out of Philadelphia, PA. It manages $12 billion in total assets across its 7,342 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 7,342 customer accounts, 98% are associated with high-net-worth investors who have more than $1 million in assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees are based on which services are provided. Fees billed by Mycio Wealth Partners, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2929 Walnut Street, Suite 1200
Philadelphia, PA 19104-5172

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Mycio Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$12,007,381,046

PA Average: $15,833,994,310
Total Number of Employees

59

PA Average: 41
Total Number of Accounts

7,342

PA Average: 3,342
Average Account Size

$1,635,437

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Zachary Tierno Work History

Zachary has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Mycio Wealth Partners

2018 - 2019 (1 year)

Resource America

2017 - 2018 (1 year)

Rutgers University

2017 - 2017 (< 1 year)

Aqimero

2016 - 2017 (1 year)

Rutgers University

2016 - 2016 (< 1 year)

Aqimero

2015 - 2016 (1 year)

Rutgers University

2015 - 2015 (< 1 year)

Plaza Azteca

2014 - 2015 (1 year)

Rutgers University

2014 - 2014 (< 1 year)

N/A

2010 - 2014 (4 years)

Timber Creek Regional High School

*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 Tierno 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 Mycio Wealth Partners, LLC

Steven Scott
Philadelphia, PA
Timothy Tomalavage
Philadelphia, PA
Anthony Voce
Philadelphia, PA
Bruce Fenster
Philadelphia, PA
Conor Lydon
Philadelphia, PA
Matthew Perri
Philadelphia, PA
David Benson
Philadelphia, PA
Rob Roy Mclallen
Philadelphia, PA

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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