Zachary William Robinson
Investment adviser representative at Financial Synergies
16 yearsExperience
1 stateRegistered in
$1.8BFirm assets
39 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Financial SynergiesJul 2020 to now
- Financial Synergies Wealth AdvisorsJun 2020 to now
- Charles Schwab & Co., Inc.Jan 2019 to Jun 2020
- Capital One Investing, LLCSep 2017 to Jan 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2017
- Wells Fargo Advisors, LLCOct 2014 to Nov 2016
- Wells Fargo Bank, NAApr 2010 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Financial Synergies
Legal name: Financial Synergies Wealth Advisors, Inc.
$1.8BAssets managed
928Clients
17Advisers
39 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
- 6404583
- Firm CRD
- 105643