Zachary T. Granberry

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Houston, TX 77056

Some features on this profile are disabled

CRD#: 2948423

Professional summary

Zachary Turner Granberry, who also goes by Zach Granberry, Zachary Turner Granberry, Zachary Granberry, Zach Turner Granberry, is a registered financial advisor currently at TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS located in Houston, Texas and TCBI SECURITIES, INC. located in Dallas, Texas.

Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Zachary has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zach Granberry | Zachary Turner Granberry | Zachary Granberry | Zach Turner Granberry

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Texas Capital Bank. Investment related: Yes. Start date: 08/28/2019. Title: Executive Vice President Address: 2000 McKinney Avenue, Suite 1800, Dallas, TX 75201 Hours devoted each month: 160 Hours devoted each month during trading hours: 130 Job duties: Business development.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Turner Granberry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 12, 2023 - Present

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Office #1: 1330 Post Oak, Ste 1500, Houston, TX 77056

RIA

CRD#: 298422

Houston, TX

Current

February 18, 2022 - Present

TCBI SECURITIES, INC.

Office #1: 2000 Mckinney Avenue Suite 700, Dallas, TX 75201

CRD#: 313304

Dallas, TX

Past

August 29, 2019 - November 18, 2021

KINGSWOOD CAPITAL PARTNERS, LLC

CRD#: 288898

Dallas, TX

Past

August 28, 2019 - November 16, 2021

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

RIA

CRD#: 298422

HOUSTON, TX

Past

May 8, 2018 - September 17, 2019

ALLIANCEBERNSTEIN L.P.

RIA

CRD#: 108477

Houston, TX

Past

January 24, 2017 - September 17, 2019

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

HOUSTON, TX

Past

October 1, 2008 - January 6, 2017

J.P. MORGAN SECURITIES LLC

CRD#: 79

HOUSTON, TX

Past

March 6, 2006 - October 1, 2008

J.P. MORGAN SECURITIES INC.

CRD#: 18718

HOUSTON, TX

Past

November 22, 2004 - March 7, 2006

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

November 13, 1997 - November 15, 2004

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

CRD#: 298422 / SEC#: 801-114364

RIA

Registered Investment Advisory firm - (11/29/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(2/18/2022)

IAR

Texas
(5/12/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/12/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/7/2017

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/12/1997

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS | TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES, INC.

CRD#: 298422 / SEC#: 801-114364

RIA

Registered Investment Advisory firm - (11/29/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2000 Mckinney Avenue Suite 1800, Dallas, TX 75201

Mailing Address

Phone number

(214) 210-3092

Established

Firm type

Fiscal year end

# of Employees

101

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/17/2025)

TEXAS CAPITAL PRIVATE WEALTH ADVISORS WRAP BROCHURE (5/26/2025)

Regulatory assets under management

Total Number of Accounts	1,982
AUM (Assets Under Management)	$ 3,471,701,060

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zachary T. Granberry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Turner Granberry's CRS (Customer Relationship Summary).

Certified licenses

Experience

TCBI SECURITIES, INC.

KINGSWOOD CAPITAL PARTNERS, LLC

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

ALLIANCEBERNSTEIN L.P.

SANFORD C. BERNSTEIN & CO., LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES INC.

LEHMAN BROTHERS INC.

J.P. MORGAN SECURITIES INC.

Primary Firm SEC Registration

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2018

Series 63

Date: 12/12/1997

SIE

Date: 10/1/2018

Series 31

Date: 8/7/2017

Series 7

Date: 11/12/1997

FINRA

Current Firm

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors