Zachary Treu is a registered investment advisor, based in Austin, TX, with 8 years of industry experience.
Location
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX, 78730
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Zachary works as a senior advisor and IAR for Victory Financial Group, spending nearly full-time on financial planning and related activities. He also works as an insurance agent for Victory Insurance, selling property and casualty insurance for a few hours per week.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Victory Financial
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations6 states
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.