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Zachary Gibson

2 Years of Experience
Morrisville, PA
Broker

Zachary Gibson is a registered investment advisor at Cetera Investment Advisers LLC, based in Morrisville, PA, 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

385 Oxford Valley Road Suite 321, Morrisville, PA, 19067

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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 operates under the DBA Wealth Management Associates, providing financial services, dedicating about 10-20% of his time. He is also a CPA at Gibsonmayer, LLC, providing tax and accounting services, which takes about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
February 2024 - March 2024 · 1 mo
State Registrations1 state
PA
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.