Zachary Powers Hobby
Investment adviser representative at Unified Wealth Management LLC
17 yearsExperience
3 statesRegistered in
$151.3MFirm assets
1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Dimarco & Associates CpasJun 2022 to now
- Unified Wealth Management LLCNov 2016 to now
- Unified Wealth Managment LLCNov 2016 to now
- Zachary Hobby, LLCJun 2010 to now
- Mutual Trust Company of America SecuritiesJan 2017 to Jan 2022
- Various Insurance Carriers for W & R Insurance AgenciesJun 2010 to Nov 2016
- Waddell & Reed, Inc.Oct 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, VA).
Unified Wealth Management LLC
$151.3MAssets managed
327Clients
2Advisers
1 yearIn 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
- 5723906
- Firm CRD
- 284553