Zachary A. Lonergan

GREYSTONE CAPITAL PARTNERS GROUP LLC

Tulsa, OK 74137

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CRD#: 7508426

Professional summary

Zachary Allen Lonergan, who also goes by Zachary Lonergan, is a registered financial advisor currently at GREYSTONE CAPITAL PARTNERS GROUP LLC located in Tulsa, Oklahoma and PURSHE KAPLAN STERLING INVESTMENTS located in Albany, New York.

Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Zachary has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zachary Lonergan

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.

1. Greystone Capital Partners Group d/b/a�Lonergan Advisors, LLC. Investment related. At registered location. RIA. IAR. 2/2025. 160 hrs/month. 130 hrs during securities hrs. Investment advice. 2. Fixed insurance. Investment related. At registered location. Fixed insurance. Agent. 1/2025. 40 hrs/month. 40 hrs during securities hrs. Provide insurance advice based on needs of clients. 1. Purshe Kaplan Sterling Investments. Investment related. At registered location. Broker Dealer. Registered Representative. 2/2025. 160 hrs/month. 130 hrs during securities hrs. Brokerage Services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Allen Lonergan'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

March 10, 2025 - Present

GREYSTONE CAPITAL PARTNERS GROUP LLC

Office #1: 9315 S. Toledo Avenue Ste. A, Tulsa, OK 74137

RIA

CRD#: 312326

Tulsa, OK

Current

February 3, 2025 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 80 State Street, Albany, NY 12207Office #2: 9315 S Toledo Ave Suite A, Tulsa, OK 74137

CRD#: 35747

ALBANY, NY

Past

February 12, 2024 - February 5, 2025

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

TULSA, OK

Past

November 16, 2023 - February 5, 2025

EQUITABLE ADVISORS, LLC

CRD#: 6627

TULSA, OK

Past

March 17, 2022 - December 31, 2022

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

TULSA, OK

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Oklahoma
(2/3/2025)

IAR

Oklahoma
(3/10/2025)

IAR

Texas
(4/17/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/2/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/30/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/29/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 3/17/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/16/2021

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

GREYSTONE CAPITAL PARTNERS GROUP LLC

GREYSTONE CAPITAL PARTNERS GROUP LLC | LONERGAN ADVISORS | KC CAPITAL GROUP, LLC

CRD#: 312326 / SEC#:

Kansas

Registered Investment Advisory firm - (5/4/2021 Approved)

Missouri

Registered Investment Advisory firm - (5/18/2021 Approved)

Montana

Registered Investment Advisory firm - (4/19/2021 Approved)

Oklahoma

Registered Investment Advisory firm - (3/10/2025 Approved)

Texas

Registered Investment Advisory firm - (4/4/2025 Conditional Restricted)

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Contact information

Main Address

616 East 63rd Street Suite 201, Kansas City, MO 64110

Mailing Address

Phone number

(913) 562-2882

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 34,127,214

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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Advisor Monitoring

Firm Stability Insights

Zachary A. Lonergan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Allen Lonergan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/2/2024

Series 63

Date: 4/30/2022

Series 7TO

Date: 11/29/2023

Series 6TO

Date: 3/17/2022

SIE

Date: 12/16/2021

FINRA

Current Firm

GREYSTONE CAPITAL PARTNERS GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREYSTONE CAPITAL PARTNERS GROUP LLC

TRUST BUT VERIFY

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