Unclaimed Profile

Zachary Scott Mineur

INDEPENDENCE SQUARE HOLDINGS, LLC·KING OF PRUSSIA, Pennsylvania

SIE, Series 7, Series 24, Series 66CFAClean record10 years registeredINDEPENDENCE SQUARE HOLDINGS, LLC

150 SOUTH WARNER ROAD, KING OF PRUSSIA, PA 19406CRD# 5644639Firm CRD# 300139

Profile Verification

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

Identity

Zachary Scott Mineur · KING OF PRUSSIA, PA

Registration

CRD #5644639 · INDEPENDENCE SQUARE HOLDINGS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

INDEPENDENCE SQUARE HOLDINGS, LLC

Jan 2020 – present

INDEPENDENCE SQUARE HOLDINGS, LLC

Oct 2019 – Nov 2019

KING OF PRUSSIA, PA

PRIVATE ADVISOR GROUP, LLC

Nov 2015 – Jan 2020

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · November 10, 2015

Years registered · 10

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INDEPENDENCE SQUARE HOLDINGS, LLC

CRD 300139 · SEC 801-116750

AUM

$1.1B

Regulatory assets under management

Employees

3,402 client accounts

Services offered by INDEPENDENCE SQUARE HOLDINGS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INDEPENDENCE SQUARE HOLDINGS, LLC →

Introduction

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Frequently Asked Questions

What services does Zachary Scott Mineur offer?

Zachary Scott Mineur specializes in Financial Planning, Investment Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.

What are Zachary Scott Mineur's credentials?

Zachary Scott Mineur holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Zachary Scott Mineur located?

Zachary Scott Mineur is based in KING OF PRUSSIA, Pennsylvania, working with INDEPENDENCE SQUARE HOLDINGS, LLC. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.

How does Zachary Scott Mineur charge for services?

Zachary Scott Mineur's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INDEPENDENCE SQUARE HOLDINGS, LLC?

INDEPENDENCE SQUARE HOLDINGS, LLC has approximately 40 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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