Zachary Hubbard
Investment adviser representative at Sargent Investment Group
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
Are you Zachary Hubbard? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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.
- Sargent Investment Group, LLCFeb 2025 to now
- Greenspring Advisors, LLCMay 2020 to Feb 2025
- RBC Capital Markets, LLCJan 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Sargent Investment Group
Legal name: Sargent Investment Group, LLC
$1.5BAssets managed
407Clients
14Advisers
8 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
- 6284209
- Firm CRD
- 297499