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ZC

Zachary S. Cleveland

PARCION PRIVATE WEALTH
Bellevue, WA 98005
Some features on this profile are disabled
CRD#: 6669327
ZC

Professional summary

Zachary Shaw Cleveland, who also goes by Zack Cleveland, Zachary N Cleveland-shaw, Zachary Nicholas Cleveland-shaw, is a registered financial advisor currently at PARCION PRIVATE WEALTH LLC located in Bellevue, Washington.

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 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zack Cleveland | Zachary N Cleveland-Shaw | Zachary Nicholas Cleveland-Shaw

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 Shaw Cleveland'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®
None

Experience

Current

February 6, 2026 - Present

PARCION PRIVATE WEALTH LLC

Office #1: 11980 Ne 24th St Suite 210, Bellevue, WA 98005
RIA
CRD#: 305115
Bellevue, WA
Past

April 17, 2025 - December 5, 2025

CRESSET ASSET MANAGEMENT, LLC

RIA
CRD#: 288566
Dallas, TX
Past

May 18, 2018 - November 13, 2018

COMMERCE STREET CAPITAL, LLC

BD
CRD#: 143797
DALLAS, 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".
PP
PARCION PRIVATE WEALTH LLC
LABRADORS ADVISORS, LLC | PARCION PRIVATE WEALTH LLC

CRD#: 305115 / SEC#: 801-117477

RIA
Registered Investment Advisory firm - (10/11/2019 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
(2/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/17/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/20/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/18/2018
General Securities Representative Examination

Current Firm

PP
PARCION PRIVATE WEALTH LLC
LABRADORS ADVISORS, LLC | PARCION PRIVATE WEALTH LLC

CRD#: 305115 / SEC#: 801-117477

RIA
Registered Investment Advisory firm - (10/11/2019 Approved)
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Contact information

Main Address
11980 Ne 24th St Suite 210, Bellevue, WA 98005
Mailing Address
Phone number
(425) 278-9555
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PARCION PRIVATE WEALTH ADV PART 2A 03.02.2026 (3/3/2026)

Regulatory assets under management

Total Number of Accounts1,871
AUM (Assets Under Management)$ 2,951,714,286

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

PARCION PRIVATE WEALTH LLC

CRD#: 305115Bellevue, WA 98005

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