Zachary Abbotoni has been an investment adviser representative at Econologics Financial Advisors since July 2020, and is not listed among the firm’s executive officers or direct owners. Zachary Abbotoni holds a Degree in Risk Management from the University of Southern Maine.
Econologics Financial Advisors, LLC is a Largo, FL firm with $183M under management, 344 clients and 6 advisers in one office, as of its March 2026 filing.
Zach Abbotoni is a Financial Advisor at Econologics Financial Advisors, where Abbotoni has been part of the team since 2020. Before joining, Abbotoni worked as a financial advisor for Means Wealth Management, a Maine-based financial advisory firm.
Zachary Abbotoni’s longest registration is the current one, 6 years at Econologics Financial Advisors since 2020. Before joining Econologics Financial Advisors in 2020, Zachary Abbotoni was registered through Means Wealth Management.
- – present · 6 yearsLargo, FL · Adviser representative · Firm CRD 125738
- Means Wealth Management– · 2 yearsBangor, ME · Adviser representative · Firm CRD 2748
Professional designations
Listed by Econologics Financial Advisors
- Registered Financial Consultant® (RFC®)
Investment adviser representative registrations
Zachary Abbotoni is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from July 2020; the most recent is California, in July 2024.
- CaliforniaSince 21 July 2024
- FloridaSince 21 July 2020
- LouisianaSince 8 January 2021
- New HampshireSince 5 January 2021
- New YorkSince 10 March 2023
- TexasResidentSince 5 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 November 2016 |
| Series 7 | General Securities Representative Examination | 12 September 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary Paul Abbotoni
- CRD
- 6673621
- Firm
- Econologics Financial Advisors · CRD 125738
- Office
- 2401 WEST BAY DRIVE, SUITE 603, Largo, FL 33770
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- econologicsfinancialadvisors.com
Where does Zachary Abbotoni work?
Zachary Abbotoni is an investment adviser representative registered through Econologics Financial Advisors, LLC since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Abbotoni a financial advisor?
Yes. Zachary Abbotoni has a current investment-adviser registration in California, Florida, Louisiana, New Hampshire, New York and Texas, through Econologics Financial Advisors since July 2020.
How many years of experience does Zachary Abbotoni have?
Zachary Abbotoni has 8 years in the financial industry, since November 2017, across 2 adviser firms.
What exams has Zachary Abbotoni passed?
Zachary Abbotoni has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2016. FINRA credited Zachary Abbotoni with the SIE, which began in October 2018.
Where did Zachary Abbotoni work before Econologics Financial Advisors?
Before Econologics Financial Advisors, Zachary Abbotoni was registered through Means Wealth Management, December 2016 to May 2019.
Where is Zachary Abbotoni based?
Zachary Abbotoni’s registered office is in Largo, FL.
Is Zachary Abbotoni registered with FINRA?
No. Zachary Abbotoni has no current broker registration.
How can I verify Zachary Abbotoni’s record?
Search CRD 6673621 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Abbotoni’s full registration record.
