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Zachary Powers Hobby

UNIFIED WEALTH MANAGEMENT LLC·OLDSMAR, Florida
SIE, Series 7, Series 66Clean record16 years registeredUNIFIED WEALTH MANAGEMENT LLC
220 PINE AVENUE N, OLDSMAR, FL 34677CRD# 5723906Firm CRD# 284553

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Powers Hobby · OLDSMAR, FL
Registration
CRD #5723906 · UNIFIED WEALTH MANAGEMENT LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

UNIFIED WEALTH MANAGEMENT LLC
Nov 2016 – present
WADDELL & REED
May 2010 – Nov 2016
TAMPA, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · May 26, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UNIFIED WEALTH MANAGEMENT LLC
CRD 284553 · SEC 801-131522
AUM
$106M
Regulatory assets under management
Employees
2
891 client accounts
Services offered by UNIFIED WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at UNIFIED WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Zachary Powers Hobby offer?
Zachary Powers Hobby specializes in Financial Planning, Investment Management. Contact their office in OLDSMAR, Florida for a consultation.
What are Zachary Powers Hobby's credentials?
Zachary Powers Hobby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Powers Hobby located?
Zachary Powers Hobby is based in OLDSMAR, Florida, working with UNIFIED WEALTH MANAGEMENT LLC. Their office serves clients in the OLDSMAR metropolitan area and surrounding communities.
How does Zachary Powers Hobby charge for services?
Zachary Powers Hobby's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNIFIED WEALTH MANAGEMENT LLC?
UNIFIED WEALTH MANAGEMENT LLC has approximately 2 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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