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Zachary Ryan Marriott

Investment adviser representative at Stephens
9 yearsExperience
2 statesRegistered in
$18BFirm assets
46 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 feeCommissionsPerformance-based

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

9 years in the industry.

  1. Stephens Inc.Aug 2024 to now
  2. Healthy PlanetJun 2024 to Jul 2024
  3. LcboNov 2020 to Dec 2022
  4. Hendrix CollegeAug 2020 to May 2024
  5. Baseball ZoneOct 2019 to Aug 2021
  6. St. Thomas Aquinas C.S.S.Sep 2015 to Aug 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (AR, TX).

Stephens

Legal name: Stephens Inc.

$18BAssets managed
21,991Clients
242Advisers
46 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
7966784
Firm CRD
3496
Advisor's SEC record (opens in a new tab)
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