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Zachary Felix-Adam Azra

EARLY MCCLINTIC & MCMILLAN, LLC·STAFFORD, Texas
Series 65Clean record4 years registeredEARLY MCCLINTIC & MCMILLAN, LLC
4800 SUGAR GROVE BLVD., STAFFORD, TX 77477CRD# 7544705Firm CRD# 288427

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Felix-Adam Azra · STAFFORD, TX
Registration
CRD #7544705 · EARLY MCCLINTIC & MCMILLAN, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 11, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EARLY MCCLINTIC & MCMILLAN, LLC
CRD 288427 · SEC 801-110886
AUM
$505M
Regulatory assets under management
Employees
9
615 client accounts
Services offered by EARLY MCCLINTIC & MCMILLAN, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Zachary Felix-Adam Azra offer?
Zachary Felix-Adam Azra specializes in Financial Planning, Investment Management. Contact their office in STAFFORD, Texas for a consultation.
What are Zachary Felix-Adam Azra's credentials?
Zachary Felix-Adam Azra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Felix-Adam Azra located?
Zachary Felix-Adam Azra is based in STAFFORD, Texas, working with EARLY MCCLINTIC & MCMILLAN, LLC. Their office serves clients in the STAFFORD metropolitan area and surrounding communities.
How does Zachary Felix-Adam Azra charge for services?
Zachary Felix-Adam Azra'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 EARLY MCCLINTIC & MCMILLAN, LLC?
EARLY MCCLINTIC & MCMILLAN, LLC has approximately 9 employees and manages $505M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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