Unclaimed Profile

Zachary B Messina

EXECUTIVE WEALTH MANAGEMENT, LLC·BRIGHTON, Michigan

SIE, Series 6, Series 7, Series 63, Series 6519 years registeredEXECUTIVE WEALTH MANAGEMENT, LLC

135 WEST NORTH STREET, BRIGHTON, MI 48116CRD# 4088346Firm CRD# 140736

Profile Verification

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

Identity

Zachary B Messina · BRIGHTON, MI

Registration

CRD #4088346 · EXECUTIVE WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Jan 2025 – present

EXECUTIVE WEALTH MANAGEMENT, LLC

Oct 2013 – Jan 2025

Northville, MI

INVEST FINANCIAL CORPORATION

Jul 2013 – Jun 2017

NORTHVILLE, MI

J.P. MORGAN SECURITIES LLC

Oct 2012 – May 2013

PLYMOUTH, MI

CHASE INVESTMENT SERVICES CORP.

Sep 2006 – Oct 2012

PLYMOUTH, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · September 12, 2006

Years registered · 19

Disclosure History

2013Customer Dispute·Denied

2013Employment Separation After Allegations

2008Customer Dispute·Denied

2005Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

EXECUTIVE WEALTH MANAGEMENT, LLC

CRD 140736 · SEC 801-66881

AUM

$1.4B

Regulatory assets under management

Employees

7,577 client accounts

Services offered by EXECUTIVE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EXECUTIVE WEALTH MANAGEMENT, LLC →

Introduction

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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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