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Zachary Neil Embry

Cetera Investment Advisers LLC

Emlenton, PA

CRD 6019295

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-14
  • PA RA
    APPROVED
    Since 2024-08-14

Branch Locations

612 Main Street, Emlenton, PA 16373 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Farmers National Bank Emlenton PA 06/2024 Present
Farmers National Bank Of Canfield Knox PA 01/2023 04/2024
Farmers National Bank Of Emlenton Knox PA 05/2018 12/2022
Farmers National Bank Of Emlenton Emlenton PA 12/2017 05/2018
Embry Capital, Inc. Knox PA 12/2016 12/2017
Rapid Roofing, Inc. Knox PA 06/2015 12/2017
Knox Recycling, Inc. Knox PA 03/2014 04/2025
Cetera Investment Services Llc St Cloud MN 06/2024 Present
Farmers National Bank Emlenton PA 01/2024 Present
Cetera Investment Advisers Llc Emlenton PA 08/2024 Present
  • 06/2024 → Present
    Farmers National Bank
    Emlenton, PA
  • 01/2023 → 04/2024
    Farmers National Bank Of Canfield
    Knox, PA
  • 05/2018 → 12/2022
    Farmers National Bank Of Emlenton
    Knox, PA
  • 12/2017 → 05/2018
    Farmers National Bank Of Emlenton
    Emlenton, PA
  • 12/2016 → 12/2017
    Embry Capital, Inc.
    Knox, PA
  • 06/2015 → 12/2017
    Rapid Roofing, Inc.
    Knox, PA
  • 03/2014 → 04/2025
    Knox Recycling, Inc.
    Knox, PA
  • 06/2024 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 01/2024 → Present
    Farmers National Bank
    Emlenton, PA
  • 08/2024 → Present
    Emlenton, PA
Other Businesses

1. PRESIDENT OF GOVERNING BOARD/BOARD MEMBER OF COMMUNITY SERVICES OF VENAGO COUNTY; 1 HR/WK 2. TRUSTEE BOARDMEMBER AT CONERSTONE CHURCH OF CLARION; OVERSIGHT OF CHURCH FINANCES AND PROPERTY MANAGEMENT AND MAINTENANCE; SIGNOR ON CHECKING ACCOUNT WHICH REQUIRES DUAL SIGNATURES 3. BOARD MEMBER FOR TRAINING TOWARD SELF-RELIANCE INC, LESS THAN 1/HRS/WK

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-14
  • S66 Uniform Combined State Law Examination
    2024-08-14

View on SEC IAPD

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