Zachary D Ross
Investment adviser representative at Independent Wealth Network, Inc.
10 yearsExperience
4 statesRegistered in
$518.4MFirm assets
9 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
- Pension consulting
Experience
10 years in the industry.
- Emerson Equity LLCAug 2024 to now
- Independent Wealth Network, Inc.Jun 2024 to now
- Family Medical LeaveMay 2023 to Jun 2024
- Fidelity InvestmentsOct 2021 to May 2023
- Family Medical LeaveJul 2021 to Oct 2021
- Equitable Advisors, LLCDec 2019 to Jul 2021
- AXA Advisors, LLCDec 2019 to Jun 2020
- UpsOct 2019 to Nov 2019
- UnemployedSep 2019 to Oct 2019
- New York LifeJul 2019 to Sep 2019
- Ross CounselingApr 2018 to Jul 2019
- JP Morgan Chase BankSep 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, NJ, NY).
Independent Wealth Network, Inc.
$518.4MAssets managed
1,460Clients
34Advisers
9 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
- 6148569
- Firm CRD
- 286262