Claim Profile
ZM

Zachary Thomas Majors

CENTRIC ADVISORS, LLC·CYPRESS, Texas
Unclaimed Profile
12549 LOUETTA ROAD, CYPRESS, TX 77429CRD# 5764906Firm CRD# 282477
01

About

Zachary Thomas Majors is a registered financial advisor based in CYPRESS, Texas, affiliated with CENTRIC ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CENTRIC ADVISORS, LLC
CENTRIC ADVISORS, LLC
AUM
$178M
Regulatory assets under management
Employees
13
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5764906
Firm CRD# 282477
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CYPRESS?

Browse all registered financial advisors in CYPRESS, Texas or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Zachary Thomas Majors offer?
Zachary Thomas Majors specializes in Financial Planning, Investment Management. Contact their office in CYPRESS, Texas for a consultation.
What are Zachary Thomas Majors's credentials?
Zachary Thomas Majors is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Thomas Majors located?
Zachary Thomas Majors is based in CYPRESS, Texas, working with CENTRIC ADVISORS, LLC. Their office serves clients in the CYPRESS metropolitan area and surrounding communities.
How does Zachary Thomas Majors charge for services?
Zachary Thomas Majors's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CENTRIC ADVISORS, LLC?
CENTRIC ADVISORS, LLC has approximately 13 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty