Zachary Sherin
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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.
- Osaic Wealth, Inc.Jan 2026 to now
- Deloitte Consulting LLPJul 2022 to Dec 2025
- N/aJan 2022 to Jun 2022
- Stax Inc.Jan 2021 to Jun 2021
- Boston Consulting GroupJan 2020 to Jun 2020
- Pinnacle Equity SolutionsJan 2019 to Jun 2019
- Growing Minds AacJun 2018 to Jul 2018
- Northeastern UniversityAug 2017 to Dec 2021
- N/aJun 2017 to Jul 2017
- Oak Park High SchoolJan 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7712957
- Firm CRD
- 23131