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ZC

Zachary L. Cloud

ANCHYRA PARTNERS LLC
ATLANTA, GA 30305
Some features on this profile are disabled
CRD#: 4568831
ZC

Professional summary


Zachary Landon Cloud, who also goes by Zachary L. Cloud, Zack Cloud, is a registered financial advisor currently at ANCHYRA PARTNERS LLC located in Atlanta, Georgia.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Zachary has worked at 6 firms and has passed the Series 65, Series 66, Series 63, Series 57TO, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Zachary L. Cloud | Zack Cloud

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. 18 GREENWICH AVENUE LLC; MINORITY SHAREHOLDER; RESTAURANT; 0 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 01/2013

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Zachary Landon Cloud'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

June 10, 2025 - Present

ANCHYRA PARTNERS LLC

Office #1: 3050 Peachtree Rd Nw Suite 500, Atlanta, GA 30305
RIA
CRD#: 335467
ATLANTA, GA
Past

September 10, 2015 - June 25, 2025

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
ATLANTA, GA
Past

February 16, 2011 - August 28, 2015

MORGAN STANLEY

RIA
CRD#: 149777
NEW YORK, NY
Past

February 4, 2011 - August 28, 2015

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

June 17, 2009 - December 31, 2010

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
NEW YORK, NY
Past

June 17, 2009 - February 7, 2013

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

June 1, 2009 - June 26, 2009

MORGAN STANLEY

RIA
CRD#: 149777
NEW YORK, NY
Past

June 1, 2009 - June 26, 2009

MORGAN STANLEY

BD
CRD#: 149777
NEW YORK, NY
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
PURCHASE, NY
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
PURCHASE, NY
Past

October 4, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
DESTIN, FL
Past

November 16, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
DESTIN, FL
Past

October 6, 2002 - November 10, 2005

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
BIRMINGHAM, AL

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".
AP
ANCHYRA PARTNERS LLC
ANCHYRA PARTNERS | ANCHYRA PARTNERS LLC

CRD#: 335467 / SEC#: 801-132692

RIA
Registered Investment Advisory firm - (9/17/2025 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.

Highlighted states indicate IAR registrations

IAR
Georgia
(6/10/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/9/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2015
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AP
ANCHYRA PARTNERS LLC
ANCHYRA PARTNERS | ANCHYRA PARTNERS LLC

CRD#: 335467 / SEC#: 801-132692

RIA
Registered Investment Advisory firm - (9/17/2025 Approved)
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Contact information


Main Address
3050 Peachtree Rd Nw Suite 500, Atlanta, GA 30305
Mailing Address
Phone number
(404) 240-8799
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ANCHYRA PARTNERS ADV PART 2 (8/28/2025)

Regulatory assets under management


Total Number of Accounts322
AUM (Assets Under Management)$ 265,456,313

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.

Company Information


ANCHYRA PARTNERS LLC

CRD#: 335467Atlanta, GA 30305

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