Zachary Seese has been an investment adviser representative at Commonwealth Financial Services since August 2023, and is not listed among the firm’s executive officers or direct owners.
Commonwealth Financial Services, LLC. is a Vienna, WV firm with $995M under management, 2,271 clients and 13 advisers across 5 offices, as of its August 2026 filing.
- – present · 3 yearsVienna, WV · Adviser representative · Firm CRD 324930
Investment adviser representative registrations
Zachary Seese is registered as an investment adviser representative in 2 states. The first approvals date from August 2023; the most recent is Ohio, in December 2023.
- OhioSince 22 December 2023
- West VirginiaSince 9 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary Michael Seese
- CRD
- 7548771
- Firm
- Commonwealth Financial Services · CRD 324930
- Office
- 373 TIMBERLINE PARKWAY, Vienna, WV 26105
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Seese work?
Zachary Seese is an investment adviser representative registered through Commonwealth Financial Services, LLC. since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Seese a financial advisor?
Yes. Zachary Seese has a current investment-adviser registration in Ohio and West Virginia, through Commonwealth Financial Services since August 2023.
How many years of experience does Zachary Seese have?
Zachary Seese has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has Zachary Seese passed?
Zachary Seese passed the Series 65 in August 2023.
Where is Zachary Seese based?
Zachary Seese’s registered office is in Vienna, WV.
Is Zachary Seese registered with FINRA?
No. Zachary Seese has no current broker registration.
How can I verify Zachary Seese’s record?
Search CRD 7548771 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Seese’s full registration record.
