Adviser and broker representative · Bok Financial Securities, Inc.
Michael J. Zarich
CRD 3105079 · Plano, TX
At a glance
Michael J. Zarich is an investment adviser representative with Bok Financial Securities, Inc. in Plano, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Michael’s SEC record dates to 1999, about 26 years ago. Michael is also registered as a broker representative.
Current advisory firms
- Bok Financial Securities, Inc.Since November 2022Plano, TX · $1.1B in regulatory assets
- Bok Financial Private Wealth, Inc.Since February 2022Houston, TX · $3.7B in regulatory assets
SEC adviser record
- Registered since
- 1999 (26 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Michael’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
- 2 firmsLocked
- 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
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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 and FINRA BrokerCheck.