Michela Zacharczyk has been Chief Compliance Officer of Zynergy Retirement Planning since June 2024, is a control person of the firm and directly owns under 5% of it. Michela Zacharczyk holds a Master's degree from the University of Connecticut.
Zynergy Retirement Planning is a Red Bank, NJ firm with $173M under management, 172 clients and 3 advisers in one office, as of its June 2026 filing.
Michela Zacharczyk is Member Service Associate of Zynergy Retirement Planning, where she supports members with a range of service needs. She also serves as the firm's Chief Compliance Officer, overseeing regulatory adherence and internal standards. During tax season, she assists the firm's accountant.
- Zynergy Retirement PlanningCurrent– present · 2 yearsRed Bank, NJ · Adviser representative · Firm CRD 143861
Investment adviser representative registrations
Michela Zacharczyk is registered as an investment adviser representative in New Jersey, since February 2024.
- New JerseySince 21 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 February 2024 |
| SIE | Securities Industry Essentials Examination | 12 July 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Michela Marie Zacharczyk
- CRD
- 7819349
- Firm
- Zynergy Retirement Planning · CRD 143861
- Role
- Chief Compliance Officer
- Office
- 10 NJ-35, Red Bank, NJ 07701
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zynergyretirement.com
Where does Michela Zacharczyk work?
Michela Zacharczyk has been Chief Compliance Officer of Zynergy Retirement Planning since June 2024, and is a control person of the firm.
Is Michela Zacharczyk a financial advisor?
Yes. Michela Zacharczyk has a current investment-adviser registration in New Jersey, through Zynergy Retirement Planning since February 2024.
How many years of experience does Michela Zacharczyk have?
Michela Zacharczyk has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Michela Zacharczyk passed?
Michela Zacharczyk has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2023.
Where is Michela Zacharczyk based?
Michela Zacharczyk’s registered office is in Red Bank, NJ.
Is Michela Zacharczyk registered with FINRA?
No. Michela Zacharczyk has no current broker registration.
How can I verify Michela Zacharczyk’s record?
Search CRD 7819349 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michela Zacharczyk’s full registration record.
