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Zachary Powers Hobby

UNIFIED WEALTH MANAGEMENT LLC·OLDSMAR, Florida
Clean recordUNIFIED 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Zachary Powers Hobby is a registered financial advisor based in OLDSMAR, Florida, affiliated with UNIFIED WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
UNIFIED WEALTH MANAGEMENT LLC
UNIFIED WEALTH MANAGEMENT LLC
AUM
$106M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at UNIFIED WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5723906
Firm CRD# 284553
View on FINRA BrokerCheck →

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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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Other Advisors at UNIFIED WEALTH MANAGEMENT LLC

Robert Dimarco
OLDSMAR, FL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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