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ZT

Zachariah V. Torres

VANTAGE POINT WEALTH MANAGEMENT
Pleasant Grove, UT
Some features on this profile are disabled
CRD#: 6737645
ZT

Professional summary

Zachariah Vidal Torres is a registered financial advisor currently at VANTAGE POINT WEALTH MANAGEMENT, LLC located in Pleasant Grove, Utah.

Zachariah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Zachariah has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Vantage Point Wealth Management, LLC; insurance related; agent/broker; fixed insurance sales- Life, Annuity, Disability Income, Long-Term Care, Group Insurance Sales; 01/2024 - present; 1 hr/mo; 1 hr/mo trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachariah Vidal Torres'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

April 23, 2024 - Present

VANTAGE POINT WEALTH MANAGEMENT, LLC

RIA
CRD#: 161166
Pleasant Grove, UT
Past

August 10, 2023 - December 26, 2023

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
SANDY, UT
Past

August 10, 2023 - December 26, 2023

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Sandy, UT
Past

July 19, 2023 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
Sandy, UT
Past

July 18, 2023 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
Sandy, UT
Past

December 18, 2018 - August 12, 2022

HARRISDIRECT LLC

RIA
CRD#: 42159
Sandy, UT
Past

January 23, 2017 - August 12, 2022

E*TRADE SECURITIES LLC

BD
CRD#: 29106
SANDY, UT

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
Utah
(4/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/8/2017
Uniform Securities Agent 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: 1/23/2017
General Securities Representative Examination

Current Firm

VP
VANTAGE POINT WEALTH MANAGEMENT, LLC
VANTAGE POINT FINANCIAL SERVICES, LLC | VANTAGE POINT WEALTH MANAGEMENT, LLC

CRD#: 161166 / SEC#:

New York
Registered Investment Advisory firm - (11/14/2012 Approved)
Utah
Registered Investment Advisory firm - (11/8/2012 Approved)
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Contact information

Main Address
Saratoga Springs, UT
Mailing Address
Phone number
(801) 692-3326
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts24
AUM (Assets Under Management)$ 7,701,168

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

VANTAGE POINT WEALTH MANAGEMENT, LLC

CRD#: 161166Pleasant Grove, UT

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