Zachary Sell is a registered investment advisor, based in Seven Fields, PA, with 10 years of industry experience.
Location
310 Seven Fields Blvd, Suite 161, Seven Fields, PA, 16046
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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 is an assistant soccer coach for pre-academy level children. This activity takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Cetera Wealth Services, LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Avantax Planning Partners, INC.
February 2024 - Present · 2 yrs 5 mos
Previous Registrations
Avantax Investment Services, INC.Broker
February 2024 - September 2025 · 1 yr 7 mos
Avantax Investment Services, INC.Broker
February 2024 - February 2024 · 0 mos
Stratos Wealth Advisors LLC
August 2021 - February 2024 · 2 yrs 6 mos
Morgan Stanley
August 2018 - August 2021 · 3 yrs
Morgan StanleyBroker
August 2018 - August 2021 · 3 yrs
Scottrade Investment Management
January 2017 - March 2018 · 1 yr 2 mos
Scottrade, INC.Broker
August 2016 - March 2018 · 1 yr 7 mos
PNC Investments
April 2016 - July 2016 · 3 mos
PNC InvestmentsBroker
February 2016 - July 2016 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2015 - December 2015 · 2 mos
Nylife Securities LLCBroker
February 2015 - August 2015 · 6 mos
State Registrations25 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.