Zachary Robert Mullally
Investment adviser representative at Captrust
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm 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 feePerformance-based
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
15 years in the industry.
- CaptrustOct 2025 to now
- Capfinancial Partners, LLC. (captrust)Sep 2025 to now
- Cobblestone Capital Advisors, LLCJun 2021 to Sep 2025
- Cobblestone Capital Advisors, LLCAug 2019 to Jul 2020
- The Warrior FactoryJan 2019 to Aug 2019
- Louis S. Wolk Jcc of Greater RochesterOct 2018 to May 2020
- Nazareth CollegeSep 2017 to May 2021
- Valvetech, Inc.Jun 2016 to Aug 2018
- Canandaigua AcademyMay 2011 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 7393471
- Firm CRD
- 175112