Zachary B. Treu
Professional summary
Zachary Bruce Treu, who also goes by Zac Treu, Zachary Treu, is a registered financial advisor currently at VICTORY FINANCIAL located in San Antonio, Texas and PURSHE KAPLAN STERLING INVESTMENTS located in Austin, Texas.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Zachary has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Bruce Treu's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 17, 2023 - Present
VICTORY FINANCIAL
September 13, 2023 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 6500 River Place Blvd. Building 1, Suite #203, Austin, TX 78730April 11, 2018 - August 31, 2023
EQUITABLE ADVISORS, LLC
July 1, 2017 - August 31, 2023
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
VICTORY FINANCIAL
CRD#: 324943 / SEC#: 801-127385
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/13/2023)
(2/13/2025)
(9/13/2023)
(9/13/2023)
(8/17/2023)
(9/13/2023)
Exams
FINRA
Current Firm
VICTORY FINANCIAL
CRD#: 324943 / SEC#: 801-127385
Contact information
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,210 |
| AUM (Assets Under Management) | $ 687,641,583 |
Red Flags
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