Zachary
Meissner
Royal Alliance Associates, Inc
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About this Advisor
Zachary Meissner is a certified financial planner and chartered financial consultant based out of Bellevue, Washington with a total of 3 years of relevant experience. Meissner is an employee of Royal Alliance Associates, Inc. Their career trajectory has included roles at Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co, Pacific Capital Resource Grp and Royal Alliance. Meissner maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Washington. Royal Alliance Associates, Inc is an advisory company operating out of Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 financial advisors. It handles $30 billion in assets under management across its 149,233 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 191 charitable organizations. Of its 149,233 client accounts, just 11% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Royal Alliance Associates, Inc performs a number 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 educational seminars. Financial management fees largely depend on which services are offered. Fees billed by Royal Alliance Associates, Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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 Meissner Work History
Zachary has been registered as a financial advisor for 3 years.*
Royal Alliance
Pacific Capital Resource Grp
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
*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 Meissner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
