Zachary Hobby has been CEO/Chief Compliance Officer of Unified Wealth Management since June 2016, is a control person of the firm and directly owns 75% or more of it. Zachary Hobby studied at Florida State University.
Unified Wealth Management LLC is an Oldsmar, FL firm with $151M under management, 327 clients and 2 advisers in one office, as of its August 2026 filing.
Zachary Hobby is Founder of Unified Wealth Management, where he is a Financial Advisor. His main focus is developing comprehensive plans for families and business owners to help them build portfolios that best match their investment and tax profile.
Zachary Hobby’s longest registration is the current one, 9 years at Unified Wealth Management since 2016. Before joining Unified Wealth Management in 2016, Zachary Hobby was registered through Waddell & Reed.
- – present · 9 yearsOldsmar, FL · Adviser representative · Firm CRD 284553
- Waddell & Reed– · 6 yearsTampa, FL · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Zachary Hobby is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from November 2016; the most recent is Virginia, in July 2022.
- FloridaSince 16 November 2016
- TexasResidentSince 26 October 2021
- VirginiaSince 30 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 May 2010 |
| Series 7 | General Securities Representative Examination | 15 April 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary Powers Hobby
- CRD
- 5723906
- Firm
- Unified Wealth Management · CRD 284553
- Role
- CEO/Chief Compliance Officer
- Office
- 220 PINE AVENUE N, SUITE A, Oldsmar, FL 34677
- Registration
- Investment adviser registration
- In the industry since
- April 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- unifiedwm.com
Where does Zachary Hobby work?
Zachary Hobby has been CEO/Chief Compliance Officer of Unified Wealth Management LLC since June 2016, and is a control person of the firm.
Is Zachary Hobby a financial advisor?
Yes. Zachary Hobby has a current investment-adviser registration in Florida, Texas and Virginia, through Unified Wealth Management since November 2016.
How many years of experience does Zachary Hobby have?
Zachary Hobby has 16 years in the financial industry, since April 2010, across 2 adviser firms.
What exams has Zachary Hobby passed?
Zachary Hobby has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2010. FINRA credited Zachary Hobby with the SIE, which began in October 2018.
Where did Zachary Hobby work before Unified Wealth Management?
Before Unified Wealth Management, Zachary Hobby was registered through Waddell & Reed, May 2010 to November 2016.
Where is Zachary Hobby based?
Zachary Hobby’s registered office is in Oldsmar, FL.
Is Zachary Hobby registered with FINRA?
No. Zachary Hobby has no current broker registration.
How can I verify Zachary Hobby’s record?
Search CRD 5723906 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Hobby’s full registration record.