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ZD

Zachariah Buchanan Davis

SPARROW ADVISORS
BOSTON, MA
·CRD# 4724644·23 years registered

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Zach B Davis

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

23 years registered in the securities industry

Current & Past Employments

Current

SPARROW ADVISORS, LLCCurrent·CRD# 327087
RIA
101 Federal Street Floor 17, Boston, MA 02110
October 3, 2023 - Present

Past

CETERA INVESTMENT ADVISERS LLCPast·CRD# 105644
RIA
Dallas, TX
May 1, 2020 - October 13, 2023
CETERA FINANCIAL SPECIALISTS LLCPast·CRD# 10358
BD
Addison, TX
May 1, 2020 - October 13, 2023
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
RIA
Dallas, TX
July 7, 2017 - May 8, 2020
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
Dallas, TX
July 7, 2017 - May 8, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
Austin, TX
November 26, 2013 - July 12, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Austin, TX
November 26, 2013 - July 12, 2017
BBVA SECURITIES INC.Past·CRD# 27060
BD
Georgetown, TX
May 16, 2013 - December 2, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INCPast·CRD# 17086
BD
Georgetown, TX
February 10, 2012 - May 16, 2013
MORGAN KEEGAN & COMPANY, LLCPast·CRD# 4161
RIA
Austin, TX
February 1, 2008 - December 9, 2011
MORGAN KEEGAN & COMPANY, LLCPast·CRD# 4161
BD
Memphis, TN
February 1, 2008 - December 9, 2011
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
RIA
Austin, TX
February 9, 2007 - December 13, 2007
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
Austin, TX
February 9, 2007 - December 13, 2007
WELLS FARGO INVESTMENTS, LLCPast·CRD# 10582
RIA
Austin, TX
May 4, 2006 - November 21, 2006
WELLS FARGO INVESTMENTS, LLCPast·CRD# 10582
BD
Austin, TX
January 1, 2004 - November 21, 2006
WELLS FARGO INVESTMENTS, LLCPast·CRD# 10582
RIA
Austin, TX
January 26, 2004 - April 12, 2006

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Current Firm

SA
SPARROW ADVISORS, LLC

SPARROW ADVISORS, LLC

CRD#: 327087
Georgia
Registered Investment Advisory firm - Georgia (6/20/2025 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (6/12/2024 Approved)
New York
Registered Investment Advisory firm - New York (11/2/2023 Approved)
Texas
Registered Investment Advisory firm - Texas (10/3/2023 Approved)

Contact Information

Main Address

100 Crescent Court 7th Floor, Dallas, TX 75201

Phone Number

(800) 284-0727

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

12

AUM (Assets Under Management)

$18,086,863

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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;

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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.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2004About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2003About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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