Zachary A. Cravez

EDGE FINANCIAL ADVISORS

WHEATON, IL 60187

Some features on this profile are disabled

CRD#: 7390520

Professional summary

Zachary Adam Cravez, who also goes by Zac Cravez, Zachary Cravez, is a registered financial advisor currently at EDGE FINANCIAL ADVISORS, LLC located in Wheaton, Illinois.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Zachary has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zac Cravez | Zachary Cravez

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 Adam Cravez'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

July 9, 2023 - Present

EDGE FINANCIAL ADVISORS, LLC

Office #1: 111 West Wesley Street Suite 1, Wheaton, IL 60187

RIA

CRD#: 136426

WHEATON, IL

Past

February 8, 2023 - April 12, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ELMHURST, IL

Past

November 12, 2022 - April 12, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ELMHURST, IL

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".

EDGE FINANCIAL ADVISORS, LLC

ABSOLUTE RETURNS CAPITAL, LLC | EDGE PORTFOLIO MANAGEMENT, LLC | EDGE FINANCIAL ADVISORS, LLC

CRD#: 136426 / SEC#: 801-64547

RIA

Registered Investment Advisory firm - (7/28/2005 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

Illinois
(7/9/2023)

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 66

Date: 12/20/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/12/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/19/2022

Securities Industry Essentials Examination

Current Firm

EDGE FINANCIAL ADVISORS, LLC

ABSOLUTE RETURNS CAPITAL, LLC | EDGE PORTFOLIO MANAGEMENT, LLC | EDGE FINANCIAL ADVISORS, LLC

CRD#: 136426 / SEC#: 801-64547

RIA

Registered Investment Advisory firm - (7/28/2005 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

111 West Wesley Street Suite 1, Wheaton, IL 60187

Mailing Address

Phone number

(630) 221-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EDGE FINANCIAL ADVISORS, LLC ADV PART 2A (4/22/2025)

Regulatory assets under management

Total Number of Accounts	821
AUM (Assets Under Management)	$ 379,263,936

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

James Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

IAR

Downers Grove, IL

Flavia Cardozo

J.P. MORGAN SECURITIES LLC

IAR

Naperville, IL

Justin Dagostino

VERTEX PARTNERS

IAR

Downers Grove, IL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zachary A. Cravez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Adam Cravez's CRS (Customer Relationship Summary).

Certified licenses

Experience

EDGE FINANCIAL ADVISORS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

EDGE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2022

Series 7TO

Date: 11/12/2022

SIE

Date: 8/19/2022

Current Firm

EDGE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EDGE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors