Zachary W. Guffy

BLUE ANCHOR WEALTH ADVISORS

Bend, OR 97702

Some features on this profile are disabled

CRD#: 6509431

Professional summary

Zachary William Guffy, who also goes by Zachary William Guffy, Zac Guffy, is a registered financial advisor currently at BLUE ANCHOR WEALTH ADVISORS, LLC located in Bend, Oregon.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Zachary has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary William Guffy | Zac Guffy

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 William Guffy'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

September 24, 2025 - Present

BLUE ANCHOR WEALTH ADVISORS, LLC

Office #1: 790 Sw Industrial Way Ste 100, Bend, OR 97702

RIA

CRD#: 307522

Bend, OR

Past

November 18, 2020 - August 29, 2025

BEACON POINTE ADVISORS, LLC

RIA

CRD#: 119290

SCOTTSDALE, AZ

Past

August 6, 2018 - June 30, 2020

J.P. MORGAN SECURITIES LLC

CRD#: 79

HOUSTON, 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

Alaska
(9/24/2025)

IAR

California
(9/24/2025)

IAR

Colorado
(9/24/2025)

IAR

Oregon
(9/24/2025)

IAR

Texas
(9/24/2025)

IAR

Washington
(9/24/2025)

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 65

Date: 9/14/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/4/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2018

General Securities Representative Examination

Current Firm

BLUE ANCHOR WEALTH ADVISORS, LLC

CRD#: 307522 / SEC#:

Alaska

Registered Investment Advisory firm - (3/12/2020 Approved)

California

Registered Investment Advisory firm - (12/15/2021 Approved)

Colorado

Registered Investment Advisory firm - (8/4/2020 Approved)

Oregon

Registered Investment Advisory firm - (3/22/2021 Approved)

Texas

Registered Investment Advisory firm - (9/20/2024 Conditional Restricted)

Washington

Registered Investment Advisory firm - (6/1/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4079 Tongass Ave. Suite 204, Ketchikan, AK 99901

Mailing Address

Phone number

(907) 225-6110

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	266
AUM (Assets Under Management)	$ 100,241,634

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.

Similar Advisors

Melissa George

INVESTHER FIDUCIARY SOLUTIONS, LLC

IAR

Atlanta, GA

David Thompson

SPARTA WEALTH PARTNERS

IAR

CHARLOTTE, NC

Nicholas Hagan

PNC WEALTH MANAGEMENT LLC

IAR

Lodi, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zachary W. Guffy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary William Guffy's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE ANCHOR WEALTH ADVISORS, LLC

BEACON POINTE ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/14/2020

Series 63

Date: 9/4/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/6/2018

Current Firm

BLUE ANCHOR WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE ANCHOR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors