Unclaimed Profile

Zachary Paul Herbert

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.·VALENCIA, California

Series 7, Series 63, Series 66Clean record19 years registeredCRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

26650 THE OLD ROAD, VALENCIA, CA 91381CRD# 5181960Firm CRD# 142180

Profile Verification

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

Identity

Zachary Paul Herbert · VALENCIA, CA

Registration

CRD #5181960 · CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

TELOS CAPITAL MANAGEMENT, INC.

Dec 2023 – Apr 2025

Waco, TX

HERBERT CAPITAL MANAGEMENT

Aug 2020 – Dec 2023

WACO, TX

CRITERION WEALTH MANAGEMENT

Sep 2015 – Sep 2020

SANTA CLARITA, CA

CHECK CAPITAL MANAGEMENT INC

Jan 2013 – Aug 2015

COSTA MESA, CA

TRIMSAIL CAPITAL MANAGEMENT, INC.

Apr 2011 – Jan 2013

LOS ANGELES, CA

CHARLES SCHWAB & CO., INC.

Jul 2007 – Mar 2011

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · July 11, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

CRD 142180 · SEC 801-67247

AUM

$58M

Regulatory assets under management

Employees

107 client accounts

Services offered by CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Zachary Paul Herbert offer?

Zachary Paul Herbert specializes in Investment Management.

What are Zachary Paul Herbert's credentials?

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

Where is Zachary Paul Herbert located?

Zachary Paul Herbert is based in VALENCIA, California, last registered with CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC..

How does Zachary Paul Herbert charge for services?

Zachary Paul Herbert's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.?

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. has approximately 3 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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