Zachary Tombs has been an investment adviser representative at PCG Asset Management since January 2025, and is not listed among the firm’s executive officers or direct owners.
PCG Asset Management, LLC is a Gladstone, NJ firm with $143M under management, 109 clients and 5 advisers in one office, as of its March 2026 filing.
Zachary Tombs’ longest registration was 3 years at Capital Analysts (2021–2024). Before joining PCG Asset Management in 2025, Zachary Tombs was registered through Capital Analysts and Lincoln Investment.
- – present · 1 yearGladstone, NJ · Adviser representative · Firm CRD 148208
- Cetera Investment Advisers LLCAlso current– present · 1 yearGladstone, NJ · Adviser representative · Firm CRD 105644
- Capital Analysts– · 3 yearsFort Washington, PA · Adviser representative · Firm CRD 162200
- Lincoln Investment– · 3 yearsFort Washington, PA · Adviser representative · Firm CRD 519
- Citizens Investment Services– · 1 yearNarragansett, RI · Adviser representative · Firm CRD 39550
Investment adviser representative registrations
Zachary Tombs is registered as an investment adviser representative in 2 states. Each was approved in November 2024.
- New JerseySince 22 November 2024
- TexasSince 21 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 4 September 2020 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 March 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 December 2018 |
| SIE | Securities Industry Essentials Examination | 30 October 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 29 October 2018 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6788996
- Firm
- PCG Asset Management · CRD 148208
- Office
- 240 MAIN STREET, SUITE 200, Gladstone, NJ 07934
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Zachary Tombs work?
Zachary Tombs is an investment adviser representative registered through PCG Asset Management, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Tombs a financial advisor?
Yes. Zachary Tombs has a current investment-adviser registration in New Jersey and Texas, through PCG Asset Management since January 2025.
How many years of experience does Zachary Tombs have?
Zachary Tombs has 7 years in the financial industry, since December 2018, across 5 adviser firms.
What exams has Zachary Tombs passed?
Zachary Tombs has passed 5 licensing exams: the Series 6, SIE, Series 63, Series 65 and Series 7TO. The earliest, the Series 6, was passed in October 2018.
Where did Zachary Tombs work before PCG Asset Management?
Before PCG Asset Management, Zachary Tombs was registered through Capital Analysts, January 2021 to October 2024; Lincoln Investment, January 2021 to October 2024; Citizens Investment Services, March 2019 to December 2020.
Where is Zachary Tombs based?
Zachary Tombs’ registered office is in Gladstone, NJ.
Is Zachary Tombs registered with FINRA?
Yes. Zachary Tombs has a current broker registration, under CRD 6788996.
Source: FINRA BrokerCheck
How can I verify Zachary Tombs’ record?
Search CRD 6788996 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zachary Tombs’ full registration record.
