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Zachary Daniel Huneycutt

STRATHMORE CAPITAL ADVISORS, INC.·CHARLOTTE, North Carolina
SIE, Series 7, Series 24, Series 63, Series 65Clean record2 years registeredSTRATHMORE CAPITAL ADVISORS, INC.
2201 SOUTH BLVD., CHARLOTTE, NC 28203CRD# 6814729Firm CRD# 135008

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zachary Daniel Huneycutt · CHARLOTTE, NC
Registration
CRD #6814729 · STRATHMORE CAPITAL ADVISORS, INC. · 2 years registered
Brand Profile
Not yet started
01

Career History

STRATHMORE CAPITAL ADVISORS
Feb 2024 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · February 6, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATHMORE CAPITAL ADVISORS, INC.
CRD 135008 · SEC 801-106984
AUM
$391M
Regulatory assets under management
Employees
8
866 client accounts
Services offered by STRATHMORE CAPITAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRATHMORE CAPITAL ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Zachary Daniel Huneycutt offer?
Zachary Daniel Huneycutt specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Zachary Daniel Huneycutt's credentials?
Zachary Daniel Huneycutt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Daniel Huneycutt located?
Zachary Daniel Huneycutt is based in CHARLOTTE, North Carolina, working with STRATHMORE CAPITAL ADVISORS, INC.. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Zachary Daniel Huneycutt charge for services?
Zachary Daniel Huneycutt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATHMORE CAPITAL ADVISORS, INC.?
STRATHMORE CAPITAL ADVISORS, INC. has approximately 8 employees and manages $391M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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