Zachary Alexander Popovec
Investment adviser representative at Alphastar Capital Management
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.5BFirm 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 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
- Seminars and workshops
Experience
12 years in the industry.
- Alphastar Capital ManagementMar 2025 to now
- Alpha Capital ManagementMar 2025 to now
- Alphastar Wealth Management Lake NormanMar 2025 to now
- LPL Financial LLCDec 2021 to Feb 2025
- Churchill Finance LLCJul 2021 to Nov 2021
- Wells Fargo Securities, LLCJun 2018 to Jul 2021
- Wells Fargo SecuritiesJun 2017 to Aug 2017
- Man Global Private MarketsMay 2016 to Jun 2017
- Davidson CollegeAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Alphastar Capital Management
Legal name: Alphastar Capital Management, LLC
$2.5BAssets managed
8,525Clients
155Advisers
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
- 6975724
- Firm CRD
- 157423