Zachary James Alloway
Investment adviser representative at Halbert Hargrove
12 yearsExperience
1 stateRegistered in
$4.2BFirm assets
37 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 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
12 years in the industry.
- Halbert HargroveJun 2024 to now
- Buona TavolaSep 2023 to Jun 2024
- Cal Poly, San Luis ObispoJul 2021 to Apr 2025
- Cruise In Country DinerOct 2020 to Jun 2021
- Aloha High SchoolSep 2017 to Jun 2021
- Int. School of BeavertonSep 2014 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Halbert Hargrove
Legal name: Halbert Hargrove Global Advisors, LLC
$4.2BAssets managed
1,518Clients
43Advisers
37 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
- 8264515
- Firm CRD
- 105515