Unclaimed Profile

Zachary Cade Mccarroll

PRIVATE ADVISORS LLC·RICHMOND, Virginia

SIE, Series 7, Series 63Clean record11 years registeredPRIVATE ADVISORS LLC

RIVERFRONT PLAZA WEST, RICHMOND, VA 23219CRD# 6374553Firm CRD# 109247

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Zachary Cade Mccarroll · RICHMOND, VA

Registration

CRD #6374553 · PRIVATE ADVISORS LLC · 11 years registered

Brand Profile

Not yet started

Career History

APOGEM CAPITAL LLC

Jun 2020 – present

NYLIFE DISTRIBUTORS LLC

Sep 2014 – present

PRIVATE ADVISORS LLC

May 2015 – Jun 2020

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · September 29, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE ADVISORS LLC

CRD 109247 · SEC 801-55696

AUM

$5.2B

Regulatory assets under management

Employees

45 client accounts

Services offered by PRIVATE ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at PRIVATE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Zachary Cade Mccarroll offer?

Zachary Cade Mccarroll specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Zachary Cade Mccarroll's credentials?

Zachary Cade Mccarroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zachary Cade Mccarroll located?

Zachary Cade Mccarroll is based in RICHMOND, Virginia, working with PRIVATE ADVISORS LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Zachary Cade Mccarroll charge for services?

Zachary Cade Mccarroll's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE ADVISORS LLC?

PRIVATE ADVISORS LLC has approximately 69 employees and manages $5.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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