Zachary Shaw Cleveland
Investment adviser representative at Parcion Private Wealth LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Parcion Private Wealth LLCJan 2026 to now
- Cresset Asset Management, LLCNov 2024 to Dec 2025
- Ch Investment PartnersFeb 2021 to Nov 2024
- Crow Holdings Capital - Investment PartnersOct 2018 to Feb 2021
- Commerce Street Capital, LLCSep 2017 to Oct 2018
- StudentNov 2016 to Sep 2017
- Merril LynchMay 2016 to Nov 2016
- Full-time University StudentSep 2012 to Jan 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Parcion Private Wealth LLC
$3BAssets managed
165Clients
15Advisers
6 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
- 6669327
- Firm CRD
- 305115