Zachary Engraff

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2002 → 11/2016
  New York Life Insurance Company
  Arvada, CO
• 06/2002 → 11/2016
  Nylife Securities Inc
  Arvada, CO
• 11/2016 → 09/2022
  Lincoln Financial Securities Corporation
  Erie, CO
• 10/2022 → 05/2025
  Scf Securities, Inc
  Fresno, CA
• 10/2022 → 05/2025
  Scf Investment Advisors, Inc
  Fresno, CA
• 05/2025 → Present
  Lpl Financial Llc
  Los Alamos, NM

Previous Registrations

• 2022-10-20 → 2025-05-01
  Scf Investment Advisors, Inc.
  Erie, CO
  San Diego, CA
• 2016-11-01 → 2022-10-03
  Osaic Fs, Inc.
  Erie, CO
  Erie, CO
  Canonsburg, PA
  Loveland, CO
  Los Alamos, NM
• 2008-01-28 → 2016-11-16
  Eagle Strategies Llc
  Denver, CO
  Eric, CO

Other Businesses

1 - 05/2025 - Buffalo Financial Strategies - Non-Variable Insurance - Inv Related - 5 Hours/Month - 5 Hours During Trading - OBA Start Date: 06/01/2002. 2 - 05/2025 - Buffalo Financial Strategies - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 160 Hours During Trading - At reported business location(s).

Exams

• S66 Uniform Combined State Law Examination
  2007-12-20
• S63 Uniform Securities Agent State Law Examination
  2003-05-13

Other Names

• Zachary J. Engraff
• Zachary J Engraff