Unclaimed Profile

Thomas Allen Zebley

IMPACT PARTNERSHIP WEALTH, LLC·MARIETTA, Georgia

IMPACT PARTNERSHIP WEALTH, LLC

1688 WHITE CIRCLE NW, MARIETTA, GA 30066CRD# 7359868Firm CRD# 313928

Profile Verification

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

Identity

Thomas Allen Zebley · MARIETTA, GA

Registration

CRD #7359868 · IMPACT PARTNERSHIP WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Thomas Allen Zebley is a registered financial advisor based in MARIETTA, Georgia, affiliated with IMPACT PARTNERSHIP WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

IMPACT PARTNERSHIP WEALTH, LLC

AUM

$752M

Regulatory assets under management

Employees

Total firm employees

View all advisors at IMPACT PARTNERSHIP WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7359868

Firm CRD# 313928

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Allen Zebley offer?

Thomas Allen Zebley specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.

What are Thomas Allen Zebley's credentials?

Thomas Allen Zebley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Allen Zebley located?

Thomas Allen Zebley is based in MARIETTA, Georgia, working with IMPACT PARTNERSHIP WEALTH, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.

How does Thomas Allen Zebley charge for services?

Thomas Allen Zebley'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 IMPACT PARTNERSHIP WEALTH, LLC?

IMPACT PARTNERSHIP WEALTH, LLC has approximately 54 employees and manages $752M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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