ZA
Zachary K. Abraham
TREK FINANCIAL
TACOMA, WA
Some features on this profile are disabled
CRD#: 5595930
ZA
Professional summary
Zachary Kye Abraham, who also goes by Zachary K Abraham, Zachary Abraham, is a registered financial advisor currently at TREK FINANCIAL located in Tacoma, Washington.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Zachary has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zachary K Abraham | Zachary Abraham
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.
BULWARK CAPITAL MANAGEMENT DBA FOR ADVISORY BUSINESS INVESTMENT ADVISOR REPRESENTATIVE TACOMA, WA INSURANCE LICENSED FIXED TERM LIFE INSURANCE PRODUCTS BCM Alpha Fund, LLC and BCM Alpha Fund II, LLC Investment Related Gig Harbor, WA Private Investment Fund Solicitor Since 2017 20 hours per month during trading hours Tectonic Audio Labs, Inc Director - Board of Directors Not investment related Woodinville, WA Since 08/2020 10 hours per month during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Kye Abraham'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®
NoneExperience
Current
January 11, 2022 - Present
TREK FINANCIAL
RIA
CRD#: 109376
TACOMA, WA
Past
February 21, 2017 - August 19, 2025
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
RIA
CRD#: 170602
Tacoma, WA
Past
February 2, 2017 - February 14, 2017
NORTHWEST ASSET MANAGEMENT
RIA
CRD#: 147923
Gig Harbor, WA
Past
June 2, 2014 - February 2, 2017
ABRAHAM SECURITIES CORPORATION
BD
CRD#: 13498
GIG HARBOR, WA
Past
November 7, 2013 - February 2, 2017
ABRAHAM SECURITIES CORPORATION
RIA
CRD#: 13498
GIG HARBOR, WA
Past
April 18, 2013 - July 1, 2013
C.K. COOPER & COMPANY, INC.
RIA
CRD#: 106578
IRVINE, CA
Past
April 18, 2013 - July 1, 2013
C.K. COOPER & COMPANY, INC.
BD
CRD#: 106578
IRVINE, CA
Past
June 21, 2012 - April 23, 2013
ABRAHAM SECURITIES CORPORATION
RIA
CRD#: 13498
GIG HARBOR, WA
Past
May 18, 2012 - April 23, 2013
ABRAHAM SECURITIES CORPORATION
BD
CRD#: 13498
GIG HARBOR, WA
Past
January 20, 2009 - April 23, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
TACOMA, WA
Past
December 2, 2008 - April 23, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
TACOMA, WA
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".
TF
TREK FINANCIAL
BAUER & ASSOCIATES, INC. | WITTROCK FINANCIAL GROUP | UTAH SMALL BUSINESS SOLUTIONS | TREK FINANCIAL, LLC | TREK FINANCIAL | STRATEGIC FINANCIAL SERVICES | STRATEGIC BENEFIT SOLUTIONS | STATERA WEALTH MANAGEMENT | PRISM FINANCIAL CONCEPTS | OMNIAVELIS | MANWARING WEALTH MANAGEMENT | INNOVATIVE RETIREMENT PLANNERS, INC. | EMPOWERED FINANCIAL MANAGEMENT | DETRAY INVESTMENT GROUP | DELMER HYDE FINANCIAL GROUP | CLINTON BROWN FINANCIAL | BULWARK CAPITAL MANAGEMENT | BLUELINE FINANCIAL PLANNING | BCJ CAPITAL MANAGEMENT, LLC | BCJ CAPITAL MANAGEMENT | BAUER CAPTAIN & JOHNSON, INC. | BAUER CAPTAIN & ASSOCIATES, INC.
CRD#: 109376 / SEC#: 801-58087
RIA
Registered Investment Advisory firm - (11/15/2000 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
Washington(1/11/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TF
TREK FINANCIAL
BAUER & ASSOCIATES, INC. | WITTROCK FINANCIAL GROUP | UTAH SMALL BUSINESS SOLUTIONS | TREK FINANCIAL, LLC | TREK FINANCIAL | STRATEGIC FINANCIAL SERVICES | STRATEGIC BENEFIT SOLUTIONS | STATERA WEALTH MANAGEMENT | PRISM FINANCIAL CONCEPTS | OMNIAVELIS | MANWARING WEALTH MANAGEMENT | INNOVATIVE RETIREMENT PLANNERS, INC. | EMPOWERED FINANCIAL MANAGEMENT | DETRAY INVESTMENT GROUP | DELMER HYDE FINANCIAL GROUP | CLINTON BROWN FINANCIAL | BULWARK CAPITAL MANAGEMENT | BLUELINE FINANCIAL PLANNING | BCJ CAPITAL MANAGEMENT, LLC | BCJ CAPITAL MANAGEMENT | BAUER CAPTAIN & JOHNSON, INC. | BAUER CAPTAIN & ASSOCIATES, INC.
CRD#: 109376 / SEC#: 801-58087
RIA
Registered Investment Advisory firm - (11/15/2000 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8355 East Hartford Drive Suite 105, Scottsdale, AZ 85255
Mailing Address
Phone number
(480) 483-1510
Established
Firm type
Fiscal year end
# of Employees
56
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,057 |
| AUM (Assets Under Management) | $ 2,492,708,552 |
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.
