# Zachary Berg

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STEWARD PARTNERS INVESTMENT ADVISORY, LLC](https://search.stillhousedata.com/firm/283004) | 2024-11-07 | present | Yes |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2023-11-27 | 2024-11-19 | — |
| [J.P. MORGAN PRIVATE WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/108559) | 2015-11-13 | 2024-12-02 | — |
| [CREDIT SUISSE SECURITIES (USA) LLC](https://search.stillhousedata.com/firm/816) | 2011-02-18 | 2015-12-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5860935)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5860935.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.