Zachary D. Huneycutt

STRATHMORE CAPITAL ADVISORS

Charlotte, NC 28203

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CRD#: 6814729

Professional summary

Zachary Daniel Huneycutt, who also goes by Zachary Huneycutt, is a registered financial advisor currently at STRATHMORE CAPITAL ADVISORS located in Charlotte, North Carolina.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Zachary has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary Huneycutt

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.

First Baptist Church Mount Holly; Investment related - No; 300 South Main Street, Mount Holly, NC 28120; Religious institution; Serve as a volunteer on the finance committee; Started Jun 01, 2023; Approximately 0.5 hours per month; During security trading hours: 0; Serve as a volunteer on the finance committee. Part of 7 person committee that votes on budgeting decisions. I do not directly control any investments or funds.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Daniel Huneycutt'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, 2024 - Present

STRATHMORE CAPITAL ADVISORS

Office #1: 2201 South Blvd. Suite 310, Charlotte, NC 28203

RIA

CRD#: 135008

Charlotte, NC

Past

July 13, 2017 - February 5, 2024

DFA SECURITIES LLC

CRD#: 10292

CHARLOTTE, NC

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".

STRATHMORE CAPITAL ADVISORS

STRATHMORE CAPITAL ADVISORS | STRATHMORE CAPITAL ADVISORS, INC. | STRATHMORE CAPITAL ADVISORS, INC

CRD#: 135008 / SEC#: 801-106984

RIA

Registered Investment Advisory firm - (1/4/2016 Approved)

District of Columbia

Registered Investment Advisory firm - (1/29/2016 Terminated)

North Carolina

Registered Investment Advisory firm - (1/29/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(2/6/2024)

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: 1/23/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/15/2017

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: 7/13/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/15/2021

General Securities Principal Examination

Current Firm

STRATHMORE CAPITAL ADVISORS

STRATHMORE CAPITAL ADVISORS | STRATHMORE CAPITAL ADVISORS, INC. | STRATHMORE CAPITAL ADVISORS, INC

CRD#: 135008 / SEC#: 801-106984

RIA

Registered Investment Advisory firm - (1/4/2016 Approved)

District of Columbia

Registered Investment Advisory firm - (1/29/2016 Terminated)

North Carolina

Registered Investment Advisory firm - (1/29/2016 Terminated)

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Contact information

Main Address

2201 South Blvd. Suite 310, Charlotte, NC 28203

Mailing Address

Phone number

(704) 364-4241

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATHMORE CAPITAL ADVISORS ADV PART 2A (5/13/2025)

Regulatory assets under management

Total Number of Accounts	935
AUM (Assets Under Management)	$ 455,911,264

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.

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Firm Stability Insights

Zachary D. Huneycutt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Daniel Huneycutt's CRS (Customer Relationship Summary).

Certified licenses

Experience

DFA SECURITIES LLC

Primary Firm SEC Registration

STRATHMORE CAPITAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 1/23/2024

Series 63

Date: 9/15/2017

SIE

Date: 10/1/2018

Series 7

Date: 7/13/2017

Series 24

Date: 7/15/2021

Current Firm

STRATHMORE CAPITAL ADVISORS

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATHMORE CAPITAL ADVISORS

TRUST BUT VERIFY

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