Zachary James Cherocci
Investment adviser representative at American Independent Securities Group, LLC
10 yearsExperience
2 statesRegistered in
$986.3MFirm assets
18 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
- Seminars and workshops
Experience
10 years in the industry.
- American Independent Securities Group, LLCMar 2025 to now
- L.M. Kohn & CompanyJan 2016 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MI, PR).
American Independent Securities Group, LLC
$986.3MAssets managed
4,385Clients
47Advisers
18 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
- 6204001
- Firm CRD
- 135288