Zachary Berg is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with STEWARD PARTNERS INVESTMENT ADVISORY, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 2024-11-07 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2023-11-27 | 2024-11-19 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2015-11-13 | 2024-12-02 | — |
| CREDIT SUISSE SECURITIES (USA) LLC | 2011-02-18 | 2015-12-09 | — |