Zachary Allyn Swartz
Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
18 yearsExperience
6 statesRegistered in
CFADesignation
$12BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Forvis Mazars Wealth Advisors, LLCJun 2024 to now
- Forvis Wealth Advisors, LLCJun 2022 to May 2024
- Bkd Wealth Advisors, LLCJun 2008 to May 2022
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 6 states (CO, IL, MO, NC, TX, VA).
Forvis Mazars Wealth Advisors, LLC
$12BAssets managed
4,584Clients
83Advisers
26 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
- 5553731
- Firm CRD
- 110905