# ZACHARY WILLIAM ROBINSON

ZACHARY WILLIAM ROBINSON is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with FINANCIAL SYNERGIES WEALTH ADVISORS, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FINANCIAL SYNERGIES WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/105643) | 2020-07-28 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2019-02-20 | 2020-07-10 | — |
| [CAPITAL ONE ADVISORS, LLC](https://search.stillhousedata.com/firm/136865) | 2017-09-14 | 2019-01-29 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2014-12-17 | 2017-09-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6404583)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6404583.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.