Zachary Williams is a registered investment advisor, based in Cleveland, OH, with 15 years of industry experience.
Location
6685 Beta Dr, Suite D, Cleveland, OH, 44143
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Zachary owns rental properties in Mentor, OH, through ZGW Financial, LLC. He spends minimal time on this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
September 2025 - Present · 8 mos
Wealth Enhancement Advisory Services, LLC
May 2025 - Present · 1 yr
Previous Registrations
Marcum Wealth, LLC
March 2019 - May 2025 · 6 yrs 2 mos
Cetera Advisors LLC
August 2012 - February 2019 · 6 yrs 6 mos
Cetera Advisors LLCBroker
August 2012 - February 2019 · 6 yrs 6 mos
Financial Network Investment Corporation
March 2011 - August 2012 · 1 yr 5 mos
Financial Network Investment CorporationBroker
April 2010 - August 2012 · 2 yrs 4 mos
State Registrations2 states
OHTX
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.