Zachary B Messina
Investment adviser representative at Ep Wealth Advisors
13 yearsExperience
2 statesRegistered in
$45.1BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Ep Wealth Advisors, LLC.Dec 2024 to now
- Ewm Tax Solutions, LLCApr 2022 to now
- Ewm Capital, LLCJan 2022 to now
- Private Client Services LLCJun 2017 to Dec 2022
- Executive Wealth Management, LLCJul 2013 to Dec 2024
- Invest Financial CorporationJun 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, MI).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4088346
- Firm CRD
- 111147