Zachary Lytle is a registered investment advisor, based in Phoenix, AZ, with 7 years of industry experience.
Location
Phoenix, AZ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Zachary is an active owner of Wiser Venture, LLC, an investment banking business, dedicating minimal time. He also works nearly full-time as a CCO at Wiser Advisor Group, an RIA firm.
Employment History
Current Registrations
Great Point Capital LLCBroker
August 2023 - Present · 2 yrs 9 mos
Wiser Advisor Group
May 2023 - Present · 3 yrs
Previous Registrations
RBC Capital Markets, LLC
July 2019 - May 2023 · 3 yrs 10 mos
RBC Capital Markets, LLCBroker
February 2019 - May 2023 · 4 yrs 3 mos
State Registrations5 states
AZFLSDTXUT
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.