Zachary Holdsworth has been an investment adviser representative at Aifg Consultants since December 2024, and is not listed among the firm’s executive officers or direct owners.
Aifg Consultants LTD. is a Halfmoon, NY firm with $213M under management, 463 clients and 8 advisers across 6 offices, as of its April 2026 filing.
Zachary Holdsworth’s longest registration is the current one, 3 years at Steward Advisors Group, LLC since 2023.
- Simmons Capital GroupCurrent– present · 1 yearHalfmoon, NY · Adviser representative · Firm CRD 281122
- Steward Advisors Group, LLCAlso current– present · 3 yearsHalfmoon, NY · Adviser representative · Firm CRD 321846
Investment adviser representative registrations
Zachary Holdsworth is registered as an investment adviser representative in 2 states. Each was approved in September 2023.
- New YorkSince 6 September 2023
- TexasSince 6 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary John Holdsworth
- CRD
- 7631710
- Firm
- Aifg Consultants · CRD 281122
- Office
- 139 MEYER ROAD, Halfmoon, NY 12065
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Holdsworth work?
Zachary Holdsworth is an investment adviser representative registered through Aifg Consultants LTD. since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Holdsworth a financial advisor?
Yes. Zachary Holdsworth has a current investment-adviser registration in New York and Texas, through Aifg Consultants since December 2024.
How many years of experience does Zachary Holdsworth have?
Zachary Holdsworth has 3 years in the financial industry, since September 2023, across 2 adviser firms.
What exams has Zachary Holdsworth passed?
Zachary Holdsworth passed the Series 65 in August 2023.
Where is Zachary Holdsworth based?
Zachary Holdsworth’s registered office is in Halfmoon, NY.
Is Zachary Holdsworth registered with FINRA?
No. Zachary Holdsworth has no current broker registration.
How can I verify Zachary Holdsworth’s record?
Search CRD 7631710 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Holdsworth’s full registration record.