Zachariah B. Davis

SPARROW ADVISORS

BOSTON, MA 02110

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CRD#: 4724644

Professional summary

Zachariah Buchanan Davis, who also goes by Zach B Davis, is a registered financial advisor currently at SPARROW ADVISORS, LLC located in Boston, Massachusetts.

Zachariah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Zachariah has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zach B Davis

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) NAME OF OTHER BUSINESS: TEXAS SAILING; INVESTMENT RELATED: NO; ADDRESS: AUSTIN, TEXAS; NATURE OF BUSINESS: YACHT SALES, SAILING LESSONS, CHARTERS, YACHT MANAGEMENT, SAILBOAT LEASE; START DATE: 3/2016; APX NUMBER OF HOURS PER MONTH: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: CONTRACTOR / CHARTER CAPTAIN; BRIEF DESCRIPTION OF DUTIES:CHARTER CAPTAIN, LESSONS; 2) NAME OF OTHER BUSINESS: SPARROW SAILING; INVESTMENT RELATED: NO; ADDRESS: DALLAS, TEXAS; NATURE OF BUSINESS: YACHT SALES, SAILING LESSONS, CHARTERS, YACHT MANAGEMENT, SAILBOAT LEASE; START DATE: 3/2016; APX NUMBER OF HOURS PER MONTH: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: CONTRACTOR / CHARTER CAPTAIN; BRIEF DESCRIPTION OF DUTIES:CHARTER CAPTAIN, LESSONS; 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/2022 APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY AND LONG-TERM CARE; 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 8/2022 APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES:NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachariah Buchanan Davis'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®

None

Experience

Current

October 3, 2023 - Present

SPARROW ADVISORS, LLC

Office #1: 101 Federal Street Floor 17, Boston, MA 02110

RIA

CRD#: 327087

BOSTON, MA

Past

May 1, 2020 - October 13, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

DALLAS, TX

Past

May 1, 2020 - October 13, 2023

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

ADDISON, TX

Past

July 7, 2017 - May 8, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DALLAS, TX

Past

July 7, 2017 - May 8, 2020

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DALLAS, TX

Past

November 26, 2013 - July 12, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

AUSTIN, TX

Past

November 26, 2013 - July 12, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

AUSTIN, TX

Past

May 16, 2013 - December 2, 2013

BBVA SECURITIES INC.

CRD#: 27060

GEORGETOWN, TX

Past

February 10, 2012 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

CRD#: 17086

GEORGETOWN, TX

Past

February 1, 2008 - December 9, 2011

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

AUSTIN, TX

Past

February 1, 2008 - December 9, 2011

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Past

February 9, 2007 - December 13, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

AUSTIN, TX

Past

February 9, 2007 - December 13, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

AUSTIN, TX

Past

May 4, 2006 - November 21, 2006

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

AUSTIN, TX

Past

January 26, 2004 - April 12, 2006

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

AUSTIN, TX

Past

January 1, 2004 - November 21, 2006

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

AUSTIN, TX

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
(6/23/2025)

IAR

Massachusetts
(6/12/2024)

IAR

New York
(11/2/2023)

IAR

Texas
(10/3/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/23/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/2003

General Securities Representative Examination

Current Firm

SPARROW ADVISORS, LLC

CRD#: 327087 / SEC#:

Georgia

Registered Investment Advisory firm - (6/20/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (6/12/2024 Approved)

New York

Registered Investment Advisory firm - (11/2/2023 Approved)

Texas

Registered Investment Advisory firm - (10/3/2023 Approved)

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Contact information

Main Address

100 Crescent Court 7th Floor, Dallas, TX 75201

Mailing Address

Phone number

(800) 284-0727

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 16,773,982

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.

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Advisor Monitoring

Firm Stability Insights

Zachariah B. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachariah Buchanan Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BBVA SECURITIES INC.

BBVA COMPASS INVESTMENT SOLUTIONS, INC

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/23/2004

SIE

Date: 10/1/2018

Series 7

Date: 12/23/2003

Current Firm

SPARROW ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SPARROW ADVISORS, LLC

TRUST BUT VERIFY

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