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Zachary Paul Herbert

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.·VALENCIA, California
Clean recordCRITERION 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Zachary Paul Herbert is a registered financial advisor based in VALENCIA, California, affiliated with CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.
CRITERION WEALTH MANAGEMENT
AUM
$58M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5181960
Firm CRD# 142180
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zachary Paul Herbert offer?
Zachary Paul Herbert specializes in Investment Management. Contact their office in VALENCIA, California for a consultation.
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, working with CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.. Their office serves clients in the VALENCIA metropolitan area and surrounding communities.
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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Other Advisors at CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

Jason Owen Stauffer
VALENCIA, CA
Mark Andrew Macarthur
VALENCIA, CA
Robert Allen Gravette
VALENCIA, CA

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