RIA Intelligence

ZYNERGY RETIREMENT PLANNING

CRD #143861 SEC #801-129005 RED BANK, NJ 732-784-2380
SEC Registered
Total AUM
$152.2M
Discretionary
$152.2M
Employees
6
Clients
101
Accounts
593

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 11, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, MICHELA, MARIEICHIEF COMPLIANCE OFFICERNA Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control
ZACHARCZYK, RYAN, PATRICKIPRESIDENTE Control

Registrations

Federal

IA
Nov 11, 2025 REGISTERED

Notice Filings (6)

FL NC NJ NY PA TX

Address

10 NJ-35
RED BANK, NJ 07701
United States
Phone: 732-784-2380