Zachary Treu, financial advisor Austin TX

Zachary Treu

CRD Number: 6751557
Current Firm: Victory Financial

Zachary Treu (CRD# 6751557) is an Investment Advisor Representative working at Victory Financial in Austin, TX and has over 6 years of experience in the finance industry.

Similar Advisors
Adam Broughton, financial advisor Austin TX
Adam C. Broughton
CRD# 4431657
Pbl Wealth Management
Similar Advisors
Leah Coleman, financial advisor Austin TX
Leah Coleman
CRD# 5872877
Orchard Financial
Similar Advisors
Vincent Abio, financial advisor Austin TX
Vincent R. Abio
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Sep 2023 - Current < 1
Victory Financial Austin, TX Aug 2023 - Current < 1
Equitable Advisors, LLC Austin, TX Jul 2017 - Aug 2023 6
Unemployed San Antonio, TX May 2017 - Jul 2017 < 1
Trinity University San Antonio, TX Aug 2013 - May 2017 3
Foresters Financial San Antonio, TX Feb 2017 - Apr 2017 < 1
Trinity University San Antonio, TX Jun 2016 - Aug 2016 < 1
San Antonio Parks Foundation San Antonio, TX May 2016 - Aug 2016 < 1
San Antonio Parks Foundation San Antonio, TX May 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2018
S63 Uniform Securities State Law Examination Aug 2017
Contact Info for Zachary B. Treu
Phone Number: (512) 763-7671
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    289
    MILLIONS
  • Total Number of Accounts
    1,521
    ACCOUNTS
  • Average Account Value
    $189,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.