Unclaimed Profile

Zachary Loren Shrier

SHRIER WEALTH MANAGEMENT, LLC·LOS ANGELES, California

Clean recordSHRIER WEALTH MANAGEMENT, LLC

1925 CENTURY PARK EAST, LOS ANGELES, CA 90067CRD# 4697066Firm CRD# 332673

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Zachary Loren Shrier · LOS ANGELES, CA

Registration

CRD #4697066 · SHRIER WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Zachary Loren Shrier is a registered financial advisor based in LOS ANGELES, California, affiliated with SHRIER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SHRIER WEALTH MANAGEMENT, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4697066

Firm CRD# 332673

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Zachary Loren Shrier offer?

Zachary Loren Shrier specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Zachary Loren Shrier's credentials?

Zachary Loren Shrier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zachary Loren Shrier located?

Zachary Loren Shrier is based in LOS ANGELES, California, working with SHRIER WEALTH MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Zachary Loren Shrier charge for services?

Zachary Loren Shrier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHRIER WEALTH MANAGEMENT, LLC?

SHRIER WEALTH MANAGEMENT, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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