ZP
CFP
ZP
CFP

Zachary Pidgeon

4 Years of Experience
Raleigh, NC
Broker

Zachary Pidgeon is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Raleigh, NC, with 4 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

1306 Regulator Street, Raleigh, NC, 27603

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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 is a registered representative with Empire Asset Management Group, LLC, dedicating about 10-20% of his time to registered representative activities. He also works as a financial professional for CCR Wealth Management, spending full-time hours providing financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Advisors LLC
March 2023 - Present · 3 yrs 2 mos
Cetera Advisors LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
March 2023 - March 2024 · 1 yr
Cetera Advisor Networks LLC
August 2021 - June 2023 · 1 yr 10 mos
Cetera Advisor Networks LLCBroker
April 2021 - April 2024 · 3 yrs
State Registrations15 states
AZCTFLGAMAMONCNVNYOHPARISCTXVA
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.