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Zachary John Holdsworth

Investment Adviser Representative at SIMMONS CAPITAL GROUP

Halfmoon, NYCRD #7631710Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
2 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Zachary John Holdsworth has worked in the securities industry since 2023. They are registered to provide investment advisory services in New York and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
New YorkTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/3/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $1,000,0001.65%
$1,000,001 to $3,000,0001.35%
$3,000,001 to $5,000,0001.25%
$5,000,001 to $10,000,0000.95%
$10,000,001 and above
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Simmons Capital Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SIMMONS CAPITAL GROUPCurrent
12/11/2024Halfmoon, NY
STEWARD ADVISORS GROUP, LLCCurrent
9/6/2023Halfmoon, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SIMMONS CAPITAL GROUP

6 other advisors in the directory

View SIMMONS CAPITAL GROUP firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary John Holdsworth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Zachary John Holdsworth - Financial Advisor in Halfmoon, NY | AdvisorFinder