Zachary Ryan Callero
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
- Seminars and workshops
Experience
13 years in the industry.
- Cmc FinancialFeb 2026 to now
- Cetera Investment Advisers LLCOct 2025 to now
- Cetera Financial Specialists LLCOct 2025 to now
- Callero Capital ManagementFeb 2024 to now
- Osaic Wealth IncFeb 2024 to Oct 2025
- Insight 2 ProfitAug 2022 to Feb 2024
- Conagra BrandsJun 2021 to Jul 2022
- Conagra BrandsMay 2020 to Jul 2020
- Callero Capital ManagementMay 2019 to Aug 2019
- Lake Barrington ShoresJun 2018 to Aug 2018
- Purdue UniversityAug 2017 to May 2021
- Lake Zurich High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7119089
- Firm CRD
- 105644