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RIA / WealthAdvisor16 years in industry

ZACHARY WILLIAM ROBINSON

Advisor at FINANCIAL SYNERGIES

HOUSTON, TX

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Search this name across graphsid dfx:ria:9a77afdd-832f-c85b-ddcb-cd89fe1b9c79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 17, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FINANCIAL SYNERGIES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 26, 2014
First registration: Dec 17, 2014
Dual registered: no
IAPD individual key: 6404583

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
FINANCIAL SYNERGIES	Independent wealth	Jul 28, 2020	n/a	yes	HOUSTON, TX	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 20, 2019	Jul 10, 2020	no	Fort Worth, TX\|Westlake, TX	Previous registration
CAPITAL ONE ADVISORS, LLC	Former SEC adviser	Sep 14, 2017	Jan 29, 2019	no	Plano, TX\|MCLEAN, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 17, 2014	Sep 13, 2017	no	FORT WORTH, TX\|FORT WORTH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	FINANCIAL SYNERGIES	Jul 10, 2020	Jul 28, 2020	18	Firm change	Ibd to RIA
CAPITAL ONE ADVISORS, LLC	CHARLES SCHWAB & CO., INC.	Jan 29, 2019	Feb 20, 2019	22	Firm change	Other
WELLS FARGO ADVISORS	CAPITAL ONE ADVISORS, LLC	Sep 13, 2017	Sep 14, 2017	1	Firm change	Other

Relationships

Registered with (4)

→ FINANCIAL SYNERGIESRegistered adviserregistration: current employment
Jul 28, 2020 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 20, 2019 to Jul 10, 2020factForm ADV
→ CAPITAL ONE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 14, 2017 to Jan 29, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 17, 2014 to Sep 13, 2017factForm ADV

Dated events

No dated event names this entity yet.