Unclaimed Profile

Zachary Ruark Stein

CARBON COLLECTIVE INVESTING, LLC·OAKLAND, California

Series 65Clean record5 years registeredCARBON COLLECTIVE INVESTING, LLC

2648 INTERNATIONAL BLVD, OAKLAND, CA 94601CRD# 7277437Firm CRD# 310129

Profile Verification

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

Identity

Zachary Ruark Stein · OAKLAND, CA

Registration

CRD #7277437 · CARBON COLLECTIVE INVESTING, LLC · 5 years registered

Brand Profile

Not yet started

Career History

CARBON COLLECTIVE INVESTING, LLC

Aug 2020 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 25, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARBON COLLECTIVE INVESTING, LLC

CRD 310129 · SEC 801-119296

AUM

$123M

Regulatory assets under management

Employees

1,136 client accounts

Services offered by CARBON COLLECTIVE INVESTING, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at CARBON COLLECTIVE INVESTING, LLC →

Introduction

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Frequently Asked Questions

What services does Zachary Ruark Stein offer?

Zachary Ruark Stein specializes in Investment Management. Contact their office in OAKLAND, California for a consultation.

What are Zachary Ruark Stein's credentials?

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

Where is Zachary Ruark Stein located?

Zachary Ruark Stein is based in OAKLAND, California, working with CARBON COLLECTIVE INVESTING, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.

How does Zachary Ruark Stein charge for services?

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

How large is CARBON COLLECTIVE INVESTING, LLC?

CARBON COLLECTIVE INVESTING, LLC has approximately 7 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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