Investment adviser representative · Beacon Hill Investment Advisory, LLC
Anne K. Zavaglia
CRD 7037505 · Dublin, OH
At a glance
Anne K. Zavaglia is an investment adviser representative with Beacon Hill Investment Advisory, LLC in Dublin, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Anne’s SEC record dates to 2018, about 7 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Beacon Hill Investment Advisory, LLCSince November 2018Dublin, OH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2018 (7 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Anne’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Beacon Hill Investment Advisory, LLC
- Clint J. EdgingtonDublin · Chartered Financial Analyst
- Mark A. FisselDublin · Certified Financial Planner
- William B. ShorthillDublin · Certified Financial Planner
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