Zachary L Newberg is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2022-06-15 | present | Yes |
| MIDWEST HERITAGE FINANCIAL ADVISORS | 2022-01-18 | 2022-05-31 | — |
| U.S. BANCORP INVESTMENTS, INC. | 2021-10-13 | 2021-12-24 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2014-06-03 | 2020-11-13 | — |
| T. ROWE PRICE ADVISORY SERVICES, INC. | 2012-08-16 | 2014-05-23 | — |