Zachary Adam Cravez

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2022 → 04/2023
  Bank Of America Merrill Lynch
  Miami Beach, FL
• 08/2018 → 05/2022
  Student
  Bloomington, IN
• 08/2014 → 08/2018
  Student
  Miami, FL
• 05/2023 → 02/2026
  Edge Financial Advisors
  Wheaton, IL
• 02/2026 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2023-07-09 → 2026-03-23
  Edge Financial Advisors, Llc
  Wheaton, IL
• 2023-02-08 → 2023-04-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Miami Beach, FL
  Elmhurst, IL
  Chicago, IL
  Elmhurst, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-12-20

Designations

• Certified Financial Planner

Other Names

• Zachary Adam Cravez
• Zac Cravez
• Zachary Cravez