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Zachary B Messina

EXECUTIVE WEALTH MANAGEMENT, LLC·BRIGHTON, Michigan
Unclaimed Profile
135 WEST NORTH STREET, BRIGHTON, MI 48116CRD# 4088346Firm CRD# 140736
01

About

Zachary B Messina is a registered financial advisor based in BRIGHTON, Michigan, affiliated with EXECUTIVE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EXECUTIVE WEALTH MANAGEMENT, LLC
EXECUTIVE WEALTH MANAGEMENT, LLC
AUM
$1.4B
Regulatory assets under management
Employees
60
Total firm employees
View all advisors at EXECUTIVE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4088346
Firm CRD# 140736
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zachary B Messina offer?
Zachary B Messina specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BRIGHTON, Michigan for a consultation.
What are Zachary B Messina's credentials?
Zachary B Messina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary B Messina located?
Zachary B Messina is based in BRIGHTON, Michigan, working with EXECUTIVE WEALTH MANAGEMENT, LLC. Their office serves clients in the BRIGHTON metropolitan area and surrounding communities.
How does Zachary B Messina charge for services?
Zachary B Messina'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 EXECUTIVE WEALTH MANAGEMENT, LLC?
EXECUTIVE WEALTH MANAGEMENT, LLC has approximately 60 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BRIGHTON
Michael Robert Chechel — EXECUTIVE WEALTH MANAGEMENT, LLCAdam R Kulesza — EXECUTIVE WEALTH MANAGEMENT, LLCEric Velibor Perich — 401(K) GPS, LLCGregory Joseph Barber — EXECUTIVE WEALTH MANAGEMENT, LLCAlbert Pingree Herzog — EXECUTIVE WEALTH MANAGEMENT, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
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