Zachary Robert Rhodes
Investment adviser representative at Mountain Capital Investment Advisors Inc
10 yearsExperience
1 stateRegistered in
$929.1MFirm assets
9 yearsFirm in business
Are you Zachary Robert Rhodes? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mountain Capital Investment Advisors inc.Apr 2026 to now
- Buck Wealth Strategies, LLCSep 2023 to Apr 2026
- UdemyJun 2020 to Jul 2023
- Vanderbilt Mortgage and FinanceMay 2019 to Aug 2019
- Nashville Golf & Athletic ClubMay 2017 to Aug 2017
- The University of Tennessee At KnoxvilleAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Mountain Capital Investment Advisors Inc
$929.1MAssets managed
1,191Clients
16Advisers
9 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
- 7804489
- Firm CRD
- 156660