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Zachary Thomas Majors

Zachary T. Majors

CENTRIC ADVISORS
CYPRESS, TX 77429
CRD#: 5764906
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Zachary Thomas Majors
Zachary Thomas MajorsCENTRIC ADVISORS

Professional summary

Zachary Thomas Majors, CFP®, who also goes by Zac Majors, is a registered financial advisor currently at CENTRIC ADVISORS, LLC located in Cypress, Texas and CETERA INVESTMENT ADVISERS LLC located in Cypress, Texas.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Zachary has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zac Majors

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Thomas Majors'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®
CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

May 13, 2016 - Present

CENTRIC ADVISORS, LLC

Office #1: 12549 Louetta Road, Cypress, TX 77429
RIA
CRD#: 282477
CYPRESS, TX
Current

May 26, 2026 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 12549 Louetta Rd., Cypress, TX 77429
RIA
CRD#: 105644
CYPRESS, TX
Past

February 5, 2014 - May 12, 2016

MWA FINANCIAL SERVICES INC.

RIA
CRD#: 112630
Houston, TX
Past

July 23, 2010 - May 12, 2016

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
Houston, TX
Past

April 16, 2010 - June 3, 2010

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
HOUSTON, TX
Past

March 27, 2010 - June 3, 2010

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
HOUSTON, TX

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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 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
Texas
(5/13/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/1/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/12/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/25/2010
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/29/2011
General Securities Principal Examination

Current Firm

CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information

Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

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

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Cypress, TX 77429

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