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Zachary James Dunkin

DIRECTED SERVICES LLC·SCOTTSDALE, Arizona
SIE, Series 6, Series 26Clean recordDIRECTED SERVICES LLC
7337 E DOUBLETREE RANCH RD, SCOTTSDALE, AZ 85258CRD# 3179293Firm CRD# 21675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary James Dunkin · SCOTTSDALE, AZ
Registration
CRD #3179293 · DIRECTED SERVICES LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DIRECTED SERVICES LLC
CRD 21675 · SEC 801-32675
AUM
$38.4B
Regulatory assets under management
Employees
160
62 client accounts
Services offered by DIRECTED SERVICES LLC
Per Form ADV
Portfolio management (pooled investments)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at DIRECTED SERVICES LLC →
Introduction

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Frequently Asked Questions

What services does Zachary James Dunkin offer?
Zachary James Dunkin specializes in Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Zachary James Dunkin's credentials?
Zachary James Dunkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary James Dunkin located?
Zachary James Dunkin is based in SCOTTSDALE, Arizona, working with DIRECTED SERVICES LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Zachary James Dunkin charge for services?
Zachary James Dunkin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIRECTED SERVICES LLC?
DIRECTED SERVICES LLC has approximately 160 employees and manages $38.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DIRECTED SERVICES LLC

Leah Marie Hoppe
SCOTTSDALE, AZ
Chad Joseph Tope
SCOTTSDALE, AZ

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Research
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