ZT
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
2 clients
Average Client Portfolio
$2.6B average
Assets Under Management
$5.3B
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Advisor Information
Office location
1430 Blake Street, Denver, CO, 80202-1316
Get directionsRegulatory History
Clean regulatory record
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.
Learn about disclosures →Other Business Activities
Zachary is an investor at Smith Capital Investors, LLC, dedicating full-time hours to investment management. His spouse is involved with Citybridge Consulting, LLC, a real estate development and planning consulting firm, but Zachary has no position there.
Employment History
Current Registrations
Smith Capital Investors, LLC
July 2019 - Present · 6 yrs 6 mos
Alps Distributors, INC.Broker
August 2018 - Present · 7 yrs 5 mos
Previous Registrations
Cantor Fitzgerald & CO.Broker
August 2016 - October 2017 · 1 yr 2 mos
Arbor Research & Trading, LLCBroker
May 2014 - September 2016 · 2 yrs 4 mos
Credit Suisse Securities (usa) LLCBroker
September 2010 - February 2014 · 3 yrs 5 mos
Piper Jaffray & CO. Broker
May 2009 - September 2010 · 1 yr 4 mos
Citigroup Global Markets INC. Broker
October 2005 - February 2009 · 3 yrs 4 mos
State Registrations2 states
CACO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.