Zachary Green is a CFP-designated registered investment advisor, based in Raleigh, NC, with 13 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3100 Smoketree Ct, Ste 1002, Raleigh, NC, 27604
Get directionsHistory
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
July 2026Pending
Other Business Activities
Zachary is an Investment Advisor Representative (IAR) with Merit Financial Advisors, dedicating full-time hours to business development. He also works as adjunct faculty at Liberty University's online programs, teaching a few courses per year, dedicating a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2025 - Present · 1 yr 5 mos
Merit Financial Advisors
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Wealth Enhancement Advisory Services, LLC
June 2023 - April 2025 · 1 yr 10 mos
Wealth Enhancement Brokerage Services, LLCBroker
June 2023 - April 2025 · 1 yr 10 mos
Morgan Stanley
January 2023 - June 2023 · 5 mos
Morgan StanleyBroker
January 2023 - June 2023 · 5 mos
E*trade Capital Management, LLC
November 2019 - June 2023 · 3 yrs 7 mos
E*trade Securities LLCBroker
December 2014 - June 2023 · 8 yrs 6 mos
Edward Jones
November 2009 - January 2012 · 2 yrs 2 mos
Edward JonesBroker
October 2009 - January 2012 · 2 yrs 3 mos
State Registrations1 state
NC
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.
More Advisors
- Stuart Strickland, CFPWells Fargo Advisors
- Draven Sneed, CFPLPL Financial LLC
- Michael Venter, CFAStrategic Advisers LLC
- Michael Palmer, CFPArk Royal Wealth Management LLC
- Teresa Yent, ChFCUSA Financial Securities LLC
- Joseph Aulisi, CFPFoundry Financial LLC