Zachary Bullard
Investment adviser representative at Mariner
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.4BFirm assets
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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
15 years in the industry.
- MarinerJun 2026 to now
- Pierson Wealth ManagementDec 2025 to Apr 2026
- One Capital ManagementMar 2024 to Nov 2025
- One Capital ManagementNov 2023 to Feb 2024
- TravelJul 2023 to Nov 2023
- One Capital ManagementJun 2021 to Jun 2023
- StudentAug 2020 to Jun 2021
- One Capital ManagementJun 2020 to Aug 2020
- StudentAug 2019 to Jun 2020
- One Capital ManagementJun 2019 to Aug 2019
- StudentAug 2017 to Jun 2019
- Flagship RestaurantMay 2017 to Aug 2017
- StudentJun 2011 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mariner
Legal name: Mariner, LLC
$125.4BAssets managed
55,512Clients
991Advisers
20 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
- 7396190
- Firm CRD
- 140195