President · Zynergy Retirement Planning
Ryan P. Zacharczyk
CRD 4587387 · Named on Form ADV at one SEC-registered adviser
At a glance
Zynergy Retirement Planning, an SEC-registered wealth manager based in Red Bank, NJ with $173 million in regulatory assets, lists Ryan P. Zacharczyk on its Form ADV as President, a control person.
Firms and roles
- Zynergy Retirement PlanningPresidentWealth manager · Red Bank, NJ · $173M in regulatory assets
AtlasMembers
Ryan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michela M. ZacharczykChief Compliance Officer, Zynergy Retirement Planning
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.