Zachary Porter
Professional summary
Zachary Porter, who also goes by Zach Porter, Zachary William Porter, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Naperville, Illinois and CETERA INVESTMENT SERVICES LLC located in St. Cloud, Minnesota.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Zachary has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Porter's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 15, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 956 Hidden Lake Road, Naperville, IL 60565August 13, 2021 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 400 First St. S. Suite 300, St. Cloud, MN 56301December 9, 2014 - July 28, 2021
SECURITIES AMERICA, INC.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/15/2025)
(8/15/2025)
Exams
FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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