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Zachary Embry

1 Year of Experience
Emlenton, PA
Broker

Zachary Embry is a registered investment advisor at Cetera Investment Advisers LLC, based in Emlenton, PA, with 1 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

612 Main Street, Emlenton, PA, 16373

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Zachary is the president of the governing board/board member of Community Services of Venago County, spending a few hours per week. He is also a trustee board member at Cornerstone Church of Clarion, overseeing finances and property, and a board member for Training Toward Self-Reliance Inc, dedicating minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2024 - Present · 1 yr 11 mos
Cetera Investment Services LLCBroker
June 2024 - Present · 2 yrs 1 mo
State Registrations3 states
FLPASC
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.
Zachary Embry - Financial Advisor | TrueAdvisor