Zackary Budzik has been an investment adviser representative at Family Legacy Financial Solutions since March 2025, and is not listed among the firm’s executive officers or direct owners. Zackary Budzik holds a Bachelor's in Finance from the University of North Carolina at Greensboro. Zackary Budzik is a graduate of Certificate in International Business, University of North Carolina at Greensboro.
Family Legacy Financial Solutions, LLC is a Cary, NC firm with $175M under management, 315 clients and 5 advisers in one office, as of its March 2026 filing.
Zack Budzik is a Financial Planner at Family Legacy Financial Solutions, LLC, based in Cary, North Carolina, where he guides clients through their financial journeys. His career began at Fidelity Investments.
- – present · 1 yearCary, NC · Adviser representative · Firm CRD 314351
Professional designations
Listed by Family Legacy Financial Solutions
- Certified Financial Planner (CFP)
Investment adviser representative registrations
Zackary Budzik is registered as an investment adviser representative in North Carolina, since March 2025.
- North CarolinaSince 13 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 October 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 May 2024 |
| Series 7TO | General Securities Representative Examination | 16 May 2024 |
| SIE | Securities Industry Essentials Examination | 4 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Zackary T Budzik
- CRD
- 7884725
- Firm
- Family Legacy Financial Solutions · CRD 314351
- Office
- 6501 WESTON PKWY, SUITE #300, Cary, NC 27513
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- familylegacync.com
Where does Zackary Budzik work?
Zackary Budzik is an investment adviser representative registered through Family Legacy Financial Solutions, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Zackary Budzik a financial advisor?
Yes. Zackary Budzik has a current investment-adviser registration in North Carolina, through Family Legacy Financial Solutions since March 2025.
How many years of experience does Zackary Budzik have?
Zackary Budzik has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Zackary Budzik passed?
Zackary Budzik has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in April 2024.
Where is Zackary Budzik based?
Zackary Budzik’s registered office is in Cary, NC.
Is Zackary Budzik registered with FINRA?
No. Zackary Budzik has no current broker registration.
Is Zackary Budzik a CFP?
Family Legacy Financial Solutions lists Zackary Budzik with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
How can I verify Zackary Budzik’s record?
Search CRD 7884725 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zackary Budzik’s full registration record.