LPL Financial announced that financial advisor Daniel Zacharias has joined its broker-dealer and registered investment advisor platform.
Zacharias is aligning with Decorum Wealth Management, an existing LPL Strategic Wealth firm. He joins from UBS Financial Services and reported serving approximately $250 million in advisory, brokerage, and retirement plan assets.
Zacharias has nearly 20 years of financial services experience. As a second-generation financial advisor, he began his career in national accounts in Silicon Valley before moving into the mortgage industry, including work tied to commercial development.
He later joined UBS, where he worked alongside his father and built a practice focused on long-term relationships and personalized financial guidance.
Zacharias serves a diverse client base that includes business owners, professionals, retirees, individuals, and families. His approach focuses on understanding each client’s priorities and cash flow needs while helping them work toward near-term financial flexibility and long-term growth.
Zacharias said he chose LPL and Decorum Wealth Management for the opportunity to operate with greater independence while accessing the resources, technology, and support of an established Strategic Wealth firm.
Decorum Wealth Management said Zacharias’ experience and client-focused approach align with the firm’s growth direction.
LPL Financial supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions. The firm services and custodies approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
KEY QUOTES:
“Building strong relationships is at the core of everything I do. I take the time to understand what matters most to each client so I can deliver recommendations that align with their goals. That foundation allows me to help guide clients through important financial decisions with confidence.”
“LPL’s model of supported independence gives me the flexibility to run my business in a way that best serves my clients. Combined with the strength of the Strategic Wealth platform and the team at Decorum, I’m well positioned to continue delivering personalized, quality advice.”
Daniel Zacharias, Financial Advisor
“We are thrilled to bring Dan Zacharias into the Decorum family. His deep expertise and sound track record reinforces our confidence in the direction we’re heading. We are honored to have him in our corner and excited to support him and his clients.”
Brian Gudgel, Partner at Decorum Wealth Management
“We’re pleased to welcome Daniel to LPL and the Decorum Wealth Management team. His multichannel industry experience and commitment to understanding clients’ financial needs align with LPL’s purpose to support advisors as they deliver meaningful, client-centric guidance. We look forward to supporting Daniel as he continues to grow his practice.”
Marc Cohen, Chief Growth Officer at LPL Financial
