Zachory S. Huish
GLOBAL RETIREMENT PARTNERS LLC
Sandy, UT 84070
Some features on this profile are disabled
CRD#: 4606533
Professional summary
Zachory Smith Huish, CFP® is a registered financial advisor currently at GLOBAL RETIREMENT PARTNERS LLC located in Sandy, Utah and LPL FINANCIAL LLC located in Delta, Utah.
Zachory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Zachory has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) 08/23/2021 - HUISH ZACHORY & TIFFANY TRUST - Act in a Fiduciary Capacity - Inv Rel - Eagle Mountain, Ut - Start: 01/2015 -0 Hrs/Mth - 0 Hrs During Trading. 2) 08/23/2021 - HUB International Investment Services - Outside/W-2 Employment - Non-Inv Rel - At Reported Business Location(s) - Start: 09/2019 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 08/23/2021 - HUB International Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2019 - 0 Hrs/Mth - 0 Hrs During Trading. 4) 08/23/2021 - MRP, a division of HUB International - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2015 - 0 Hrs/Mth - 0 Hrs During Trading. 5) 9/1/2021 - HUB International - DBA: (Hybrid) MRP, a division of HUB International - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/2015 - 160 Hours Per Month/8 Hours During Securities Trading. 6) 9/1/2021 - Global Retirement Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/2015 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Global Retirement Partners, LLC, an independent investment advisor firm. I started this business activity in 01/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7) 9/1/2021 - HUB International -Investment Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/2015 - 160 Hours Per Month/8 Hours During Securities Trading. 8) 10/14/2021 - Atlas Hodl, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 11/01/2021 - 3 Hours Per Month/0 Hours During Securities Trading - Establish an LLC that will primarily invest in real estate rental properties. 9) 09/28/2023 - Pitchbook Podcast - Other - Podcast Host - Co-Owner - Not Investment Related - At Reported Business Location(s) - Start Date 09/14/2023 - 4 Hours Per Month/ 0 Hours During Trading 10) 02/14/2024 - Toldjya - Inv Related - Sandy, UT - Other - Podcast - Host - Started: 3/1/2024 - 4 Hrs/mo During Trading. 11) 06/21/2024 - HUB International Investment Services Inc - Inv Related - At Reported Business Location(s) - Other - Accommodation Broker - Started: 6/15/2024 - 0 Hr/Mo. 12) 07/14/2025 - Steel Peak Studio, LLC - Not Investment Related - Other - Business Owner - Home Based - Start Date:04/01/2024 - 8 Hrs/Mth - 0 Hrs During Trading. 13) 08/27/2025 - Other - City Council - Not Investment Related - Eagle Mountain, UT - Start Date:01/01/2026 - 10 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Zachory Smith Huish's 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®
CFP®
Start date: 2017
Experience
Current
April 1, 2015 - Present
GLOBAL RETIREMENT PARTNERS LLC
Office #1: 45 West 10000 South #106, Sandy, UT 84070RIA
CRD#: 172011
Sandy, UT
Current
August 25, 2021 - Present
LPL FINANCIAL LLC
Office #1: 520 E Topaz Blvd Ste 205, Delta, UT 84624Office #2: 10011 Centennial Pkwy Ste 300, Sandy, UT 84070Office #3: 75 W Towne Ridge Pkwy Tower 2, Ste 400, Sandy, UT 84070-5522RIA
BD
CRD#: 6413
DELTA, UT
Current
August 25, 2025 - Present
HUB INTERNATIONAL INVESTMENT SERVICES INC.
Office #1: 9200 Ward Parkway, Suite 500, Kansas City, MO 64114BD
CRD#: 150252
Kansas City, MO
Past
January 14, 2015 - May 1, 2015
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
SANDY, UT
Past
January 13, 2015 - December 18, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
SANDY, UT
Past
May 12, 2014 - December 22, 2014
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
WESTLAKE, TX
Past
March 7, 2008 - April 25, 2014
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
SANDY, UT
Past
December 3, 2007 - April 25, 2014
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
SANDY, UT
Past
April 2, 2007 - November 12, 2007
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
WEST VALLEY, UT
Past
April 2, 2007 - November 12, 2007
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
WEST VALLEY, UT
Past
November 3, 2004 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
WEST VALLEY, UT
Past
March 20, 2003 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
WEST VALLEY, UT
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".
GR
GLOBAL RETIREMENT PARTNERS LLC
401(K) PLAN PROFESSIONALS | PRESTIGE WEALTH PARTNERS, A HUB INTERNATIONAL COMPANY | PPS RETIREMENT ADVISORS | PLANNED STRATEGIES, INC. | OWEN WEALTH MANAGEMENT | OWEALTHPLAN ADVISORS LLC, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | OSWALD WEALTH MANAGEMENT | OSWALD FINANCIAL, INC. | OSWALD FINANCIAL WEALTH MANAGEMENT | ONTRACK401K | ONEDIGITAL RETIREMENT SERVICES | ONE DIGITAL RETIREMENT PARTNERS | NORTHSTAR RETIREMENT ADVISORS | NORTHEAST INVESTMENT SERVICES | MY 360 WEALTH MANAGEMENT GROUP | MW BRIDGE FINANCIAL | MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC. | MRP | MORRICAL FINANCIAL SERVICES | MOREHEAD PLAN INVESTMENTS | MADISON PENSION SERVICES | M3 FINANCIAL | LMC FINANCIAL SERVICES | LMC FINANCIAL ADVISORS | LEGACY PLANNING, A HUB INTERNATIONAL COMPANY | LEAVITT RETIREMENT PARTNERS | KOROL FINANCIAL GROUP LLC | KELLY BENEFITS ADVISORY | KELLY ADVISORY | KELLEY INVESTMENT ADVISORY SERVICES | KARAM FINANCIAL GROUP | JW RETIREMENT GROUP | JP MILEY & COMPANY | JOHNSON & DUGAN | JMR WEALTH AND RETIREMENT PLANNING | ISG FINANCIAL ADVISORS | INSIGHT FINANCIAL SOLUTIONS | INSIGHT FINANCIAL PARTNERS, LLC | INSIGHT FINANCIAL ADVISORS, LLC | INDEPENDENT FINANCIAL PARTNERS | INCLINE PENSION CONSULTING | I2I FINANCIAL | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS | HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL | HUB RETIREMENT AND WEALTH MANAGEMENT FORMERLY EPSTEIN FINANCIAL SERVICES | HUB RETIREMENT AND WEALTH MANAGEMENT | HUB RETIREMENT AND PRIVATE WEALTH, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | HOLDEN & COMPANY RETIREMENT PARTNERS | HILB GROUP RETIREMENT SERVICES | HERITAGE WEALTH MANAGEMENT GROUP, LLC | HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT | HERITAGE WEALTH MANAGEMENT GROUP | HEFFERNAN RETIREMENT SERVICES | HEFFERNAN INVESTMENT MANAGEMENT | HEFFERNAN FINANCIAL SERVICES | HEFFERNAN FINANCIAL | HB RETIREMENT | HAYS INVESTMENT ADVISORS | HAYS FINANCIAL GROUP | HARGRAVE FIDUCIARY ADVISORS | GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC. | GRP FINANCIAL CALIFORNIA, LLC | GRP FINANCIAL | GRP | GPS INVESTMENT ADVISORS | GOLDEN CORNER WEALTH ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | GOLDBERG, CLOUSE & EDGELL | GLOBAL RETIREMENT PARTNERS LLC | GBS RETIRE | GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS | FRS CAPITAL MANAGEMENT | FRS ADVISORS | FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | FOCUSED FINANCIAL STRATEGIES | FITLIFE RETIREMENT | FINANCIAL PARTNERS ADVISORY GROUP | FINANCIAL PARTNERS | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL | FAIM NORCAL | EXUDE FRS | EPIC RETIREMENT SERVICES CONSULTING A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | EDD HOLDER AND ASSOCIATES | EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC | DWC WEALTH ADVISORS | DUVAL RETIREMENT ADVISORS | DOUGLAS R. PEETE & ASSOCIATES | DIRECT ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENTO | DIETZ & LYNCH CAPITAL | DIAMOND CAPITAL WEALTH MANAGEMENT GROUP | DFG 401(K) ADVISORS | CSI ADVISORY SERVICES | CREATIVE FINANCIAL STRATEGIES | CONOVER CAPITAL MANAGEMENT | CONNOR & GALLAGHER ONESOURCE | COMPASS RETIREMENT SERVICES | CHAPPELLE CONSULTING GROUP | CDS WEALTH MANAGEMENT | CASWELL ADVISORS | BURKHART INVESTMENT GROUP | BRYSON WEALTH MANAGEMENT | BLS WEALTH MANAGEMENT | BLACK BOX PENSION ADVOCATES LLC | BJORK ASSET MANAGEMENT | BHS FINANCIAL SERVICES | BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | BEH COMPANY, LLC | BCG RETIREMENT CONSULTANTS | BCG 401(K) ADVISORS | BAYSTATE FIDUCIARY ADVISORS | ASSURED PARTNERS FINANCIAL ADVISORS | ARDEA FIDUCIARY ADVISORS | ANDERSON FINANCIAL | ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | ALPHA PENSION GROUP | ALCALA WEALTH MANAGEMENT | AFS 401(K) RETIREMENT SERVICES | AEGIS RETIREMENT GROUP | ADVIZRS | ACHIEVE RETIREMENT | A + T WEALTH MANAGEMENT...
CRD#: 172011 / SEC#: 801-80074
RIA
Registered Investment Advisory firm - (7/14/2014 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.RR
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
RR
Arizona(8/25/2021)
RR
California(8/25/2021)
IAR
Idaho(4/1/2015)
RR
Idaho(8/25/2021)
RR
Nevada(8/25/2021)
RR
Oregon(8/25/2021)
RR
Texas(5/15/2025)
IAR
Utah(5/1/2015)
RR
Utah(8/25/2021)
RR
Wisconsin(8/25/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GR
GLOBAL RETIREMENT PARTNERS LLC
401(K) PLAN PROFESSIONALS | PRESTIGE WEALTH PARTNERS, A HUB INTERNATIONAL COMPANY | PPS RETIREMENT ADVISORS | PLANNED STRATEGIES, INC. | OWEN WEALTH MANAGEMENT | OWEALTHPLAN ADVISORS LLC, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | OSWALD WEALTH MANAGEMENT | OSWALD FINANCIAL, INC. | OSWALD FINANCIAL WEALTH MANAGEMENT | ONTRACK401K | ONEDIGITAL RETIREMENT SERVICES | ONE DIGITAL RETIREMENT PARTNERS | NORTHSTAR RETIREMENT ADVISORS | NORTHEAST INVESTMENT SERVICES | MY 360 WEALTH MANAGEMENT GROUP | MW BRIDGE FINANCIAL | MRP, A DIVISION OF HUB INTERNATIONAL INVESTMENT SERVICES INC. | MRP | MORRICAL FINANCIAL SERVICES | MOREHEAD PLAN INVESTMENTS | MADISON PENSION SERVICES | M3 FINANCIAL | LMC FINANCIAL SERVICES | LMC FINANCIAL ADVISORS | LEGACY PLANNING, A HUB INTERNATIONAL COMPANY | LEAVITT RETIREMENT PARTNERS | KOROL FINANCIAL GROUP LLC | KELLY BENEFITS ADVISORY | KELLY ADVISORY | KELLEY INVESTMENT ADVISORY SERVICES | KARAM FINANCIAL GROUP | JW RETIREMENT GROUP | JP MILEY & COMPANY | JOHNSON & DUGAN | JMR WEALTH AND RETIREMENT PLANNING | ISG FINANCIAL ADVISORS | INSIGHT FINANCIAL SOLUTIONS | INSIGHT FINANCIAL PARTNERS, LLC | INSIGHT FINANCIAL ADVISORS, LLC | INDEPENDENT FINANCIAL PARTNERS | INCLINE PENSION CONSULTING | I2I FINANCIAL | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY IBG FINANCIAL PARTNERS | HUB RETIREMENT AND WEALTH MANAGEMENT, FORMERLY BAYSTATE FIDUCIARY ADVISORS | HUB RETIREMENT AND WEALTH MANAGEMENT, A DIVISION OF HUB INTERNATIONAL | HUB RETIREMENT AND WEALTH MANAGEMENT FORMERLY EPSTEIN FINANCIAL SERVICES | HUB RETIREMENT AND WEALTH MANAGEMENT | HUB RETIREMENT AND PRIVATE WEALTH, A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | HOLDEN & COMPANY RETIREMENT PARTNERS | HILB GROUP RETIREMENT SERVICES | HERITAGE WEALTH MANAGEMENT GROUP, LLC | HERITAGE WEALTH MANAGEMENT GROUP, A DIVISION OF HUB RETIREMENT & WEALTH MANAGEMENT | HERITAGE WEALTH MANAGEMENT GROUP | HEFFERNAN RETIREMENT SERVICES | HEFFERNAN INVESTMENT MANAGEMENT | HEFFERNAN FINANCIAL SERVICES | HEFFERNAN FINANCIAL | HB RETIREMENT | HAYS INVESTMENT ADVISORS | HAYS FINANCIAL GROUP | HARGRAVE FIDUCIARY ADVISORS | GUS BATES INSURANCE & INVESTMENTS, A DIVISION OF HUB INTERNATIONAL TEXAS, INC. | GRP FINANCIAL CALIFORNIA, LLC | GRP FINANCIAL | GRP | GPS INVESTMENT ADVISORS | GOLDEN CORNER WEALTH ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | GOLDBERG, CLOUSE & EDGELL | GLOBAL RETIREMENT PARTNERS LLC | GBS RETIRE | GARNETT RETIREMENT GROUP, A DIVISION OF HUB INTERNATIONAL CAROLINAS | FRS CAPITAL MANAGEMENT | FRS ADVISORS | FRANKLIN FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | FOCUSED FINANCIAL STRATEGIES | FITLIFE RETIREMENT | FINANCIAL PARTNERS ADVISORY GROUP | FINANCIAL PARTNERS | FINANCIAL ADVOCATES INVESTMENT MANAGEMENT NORCAL | FAIM NORCAL | EXUDE FRS | EPIC RETIREMENT SERVICES CONSULTING A DIVISION OF HUB INTERNATIONAL NORTHEAST LIMITED | EDD HOLDER AND ASSOCIATES | EAGLE RETIREMENT AND FINANCIAL ADVISORS, LLC | DWC WEALTH ADVISORS | DUVAL RETIREMENT ADVISORS | DOUGLAS R. PEETE & ASSOCIATES | DIRECT ADVISORS, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENTO | DIETZ & LYNCH CAPITAL | DIAMOND CAPITAL WEALTH MANAGEMENT GROUP | DFG 401(K) ADVISORS | CSI ADVISORY SERVICES | CREATIVE FINANCIAL STRATEGIES | CONOVER CAPITAL MANAGEMENT | CONNOR & GALLAGHER ONESOURCE | COMPASS RETIREMENT SERVICES | CHAPPELLE CONSULTING GROUP | CDS WEALTH MANAGEMENT | CASWELL ADVISORS | BURKHART INVESTMENT GROUP | BRYSON WEALTH MANAGEMENT | BLS WEALTH MANAGEMENT | BLACK BOX PENSION ADVOCATES LLC | BJORK ASSET MANAGEMENT | BHS FINANCIAL SERVICES | BENEFIT PARTNERS FINANCIAL GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | BEH COMPANY, LLC | BCG RETIREMENT CONSULTANTS | BCG 401(K) ADVISORS | BAYSTATE FIDUCIARY ADVISORS | ASSURED PARTNERS FINANCIAL ADVISORS | ARDEA FIDUCIARY ADVISORS | ANDERSON FINANCIAL | ALPHA PENSION GROUP, A DIVISION OF HUB RETIREMENT AND WEALTH MANAGEMENT | ALPHA PENSION GROUP | ALCALA WEALTH MANAGEMENT | AFS 401(K) RETIREMENT SERVICES | AEGIS RETIREMENT GROUP | ADVIZRS | ACHIEVE RETIREMENT | A + T WEALTH MANAGEMENT...
CRD#: 172011 / SEC#: 801-80074
RIA
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Contact information
Main Address
4340 Redwood Highway Suite B-60, San Rafael, CA 94903
Mailing Address
Phone number
(415) 526-2753
Established
Firm type
Fiscal year end
# of Employees
448
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,235 |
| AUM (Assets Under Management) | $ 143,416,430,435 |
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.
