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Zachary Callero

2 Years of Experience
Schaumburg, IL
BrokerSells Insurance

Zachary Callero is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 2 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

1500 Mcconnor Pkwy, Ste 200, Schaumburg, IL, 60173

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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 ActivitiesSells Insurance

Zachary works as a Registered Assistant at Callero Capital Wealth Management and spends a few hours per week there. His activities include long-term care, life insurance, and fixed annuities.

Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
October 2025 - Present · 7 mos
Cetera Investment Advisers LLC
October 2025 - Present · 7 mos
Previous Registrations
Osaic Wealth, INC.
June 2024 - October 2025 · 1 yr 4 mos
Osaic Wealth, INC.Broker
March 2024 - October 2025 · 1 yr 7 mos
State Registrations1 state
IL
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.