Zachary Stockdale-Green
Zachary Stockdale-Green is a registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 3 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
Firm Size
IM Fee
Assets Under Management
Location
901 Marquette Ave, Suite 2800, Minneapolis, MN, 55402
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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.
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Zachary works as a business processing specialist for Box Financial Advisors, generating and processing account and policy paperwork. This takes up a full-time commitment, including during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations1 state
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