Zachary Roberts is an investment adviser representative (IAR) with state registration records since 2023, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-08-13 | present | Yes |
| FISHER ASSET MANAGEMENT, LLC | 2024-07-23 | 2025-07-18 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-05-24 | 2024-07-01 | — |