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Zachary Butler

Kestra Private Wealth Services, LLC
24 Years of Experience
Bradenton, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
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Zachary Butler is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Bradenton, FL, with 24 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.

Kestra Private Wealth Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
20,230 clients
Average Client Portfolio
$665K average
Assets Under Management
$13.5B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Bradenton, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2021
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Zachary is a member and managing partner of Medspa Expansion Group, LLC, investing in medspas, and also works as a financial advisor for Three Bridges Planning, dedicating nearly full-time hours to this role. Additionally, Zachary manages a tax entity (FL ZIB INC) and two rental properties, requiring minimal time.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
May 2020 - Present · 6 yrs 5 mos
Kestra Investment Services, LLC
May 2020 - Present · 6 yrs 5 mos
Kestra Investment Services, LLCBroker
May 2020 - Present · 6 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - May 2020 · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - May 2020 · 9 yrs 6 mos
Edward Jones
January 2002 - November 2010 · 8 yrs 10 mos
Edward JonesBroker
December 2001 - November 2010 · 8 yrs 11 mos
State Registrations11 states
CACOFLILMNMSNYOHTNTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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