Unclaimed Profile

Zachary Paul Means

MEANS INVESTMENT CO., INC.·BANGOR, Maine

SIE, Series 7, Series 24, Series 63, Series 6514 years registeredMEANS INVESTMENT CO., INC.

802 STILLWATER AVE., BANGOR, ME 04401-3614CRD# 5002275Firm CRD# 2748

Profile Verification

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

Identity

Zachary Paul Means · BANGOR, ME

Registration

CRD #5002275 · MEANS INVESTMENT CO., INC. · 14 years registered

Brand Profile

Not yet started

Career History

MEANS WEALTH MANAGEMENT

Oct 2011 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 28, 2011

Years registered · 14

Disclosure History

2017Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MEANS INVESTMENT CO., INC.

CRD 2748 · SEC 801-80992

AUM

$977M

Regulatory assets under management

Employees

3,038 client accounts

Services offered by MEANS INVESTMENT CO., INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MEANS INVESTMENT CO., INC. →

Introduction

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Frequently Asked Questions

What services does Zachary Paul Means offer?

Zachary Paul Means specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BANGOR, Maine for a consultation.

What are Zachary Paul Means's credentials?

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

Where is Zachary Paul Means located?

Zachary Paul Means is based in BANGOR, Maine, working with MEANS INVESTMENT CO., INC.. Their office serves clients in the BANGOR metropolitan area and surrounding communities.

How does Zachary Paul Means charge for services?

Zachary Paul Means's firm is compensated through percentage of aum, hourly charges, other: provide general advice & fin. planning svcs for a negotiated fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEANS INVESTMENT CO., INC.?

MEANS INVESTMENT CO., INC. has approximately 21 employees and manages $977M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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