ZS
ZS

Zachary Stewart

6 Years of Experience
Broker

Zachary Stewart is a registered investment advisor, based in Englewood, CO, with 6 years of industry experience.

Location

8310 S. Valley Highway, Suite 110, Englewood, CO, 80112

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Zachary is employed by Parsonex Enterprises, Inc. and its subsidiaries, including Parsonex Securities, Parsonex Capital Markets, and Parsonex Advisory Services, in various roles related to brokerage, investment advising, and operations.

Employment History
Current Registrations
Parsonex Securities, INC.
May 2021 - Present · 4 yrs 11 mos
Parsonex Advisory Services, INC.
May 2021 - Present · 4 yrs 11 mos
Parsonex Securities, INC.Broker
May 2021 - Present · 4 yrs 11 mos
Parsonex Capital Markets, LLCBroker
May 2021 - Present · 4 yrs 11 mos
Previous Registrations
Modern Capital Advisors, LLC
June 2022 - July 2022 · 1 mo
Fidelity Personal and Workplace Advisors
August 2020 - April 2021 · 8 mos
Fidelity Brokerage Services LLCBroker
July 2019 - April 2021 · 1 yr 9 mos
State Registrations1 state
CO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.