Zachary Butler
Investment adviser representative at Kestra Private Wealth Services, LLC
16 yearsExperience
3 statesRegistered in
$13.5BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Kestra Private Wealth Services, LLCMay 2020 to now
- Kestra Investment Services, LLCApr 2020 to now
- Kestra Private Wealth ManagementApr 2020 to now
- Bank of America,N.A.Jun 2011 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2010 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, TX).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4458579
- Firm CRD
- 155193