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Zachary Thomas Krause

Astoria Portfolio Advisors LLC

Denver, CO

New York, NY

CRD 7378189

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Employer firm

Astoria Portfolio Advisors LLC CRD 288271

$978M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Educational seminars

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

Current Employers
Astoria Portfolio Advisors Llc

500 7Th Avenue 9Th Floor, New York, NY 10018 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-17
NY RA APPROVED 2026-03-17
  • CO RA
    APPROVED
    Since 2026-03-17
  • NY RA
    APPROVED
    Since 2026-03-17

Branch Locations

Denver, CO • United States

500 7Th Avenue 9Th Floor, New York, NY 10018 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cherry Hills Country Club Cherry Hills Village CO 05/2017 08/2020
University Of Oklahoma Norman OK 08/2018 05/2022
Nike Castle Rock CO 11/2019 01/2020
Ack Construction Denver CO 04/2020 08/2020
Home Depot Norman OK 10/2020 03/2021
Northwestern Mutual Denver CO 05/2021 02/2022
Corkscrew Wine & Spirits Norman OK 02/2022 05/2022
J.K. Mullen High School Denver CO 08/2014 05/2018
Fidelity Investments Westlake TX 06/2022 11/2024
Transamerica Capital, Llc Denver CO 01/2025 02/2026
Astoria Portfolio Advisors Llc Denver CO 02/2026 Present
  • 05/2017 → 08/2020
    Cherry Hills Country Club
    Cherry Hills Village, CO
  • 08/2018 → 05/2022
    University Of Oklahoma
    Norman, OK
  • 11/2019 → 01/2020
    Nike
    Castle Rock, CO
  • 04/2020 → 08/2020
    Ack Construction
    Denver, CO
  • 10/2020 → 03/2021
    Home Depot
    Norman, OK
  • 05/2021 → 02/2022
    Northwestern Mutual
    Denver, CO
  • 02/2022 → 05/2022
    Corkscrew Wine & Spirits
    Norman, OK
  • 08/2014 → 05/2018
    J.K. Mullen High School
    Denver, CO
  • 06/2022 → 11/2024
    Fidelity Investments
    Westlake, TX
  • 01/2025 → 02/2026
    Transamerica Capital, Llc
    Denver, CO
  • 02/2026 → Present
    Denver, CO
Previous Registrations
  • 2022-11-17 → 2024-12-12
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-01
  • S66 Uniform Combined State Law Examination
    2022-11-01
Other Names
  • Zachary Krause

View on SEC IAPD

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