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Inactive

Zachary Adam Cravez

Cerity Partners LLC

Wheaton, IL

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-03-05
  • IL RA
    APPROVED
    Since 2026-03-05

Branch Locations

111 W. Wesley St Suite 1, Wheaton, IL 60187 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Bank Of America Merrill Lynch Miami Beach FL 07/2022 04/2023
Student Bloomington IN 08/2018 05/2022
Student Miami FL 08/2014 08/2018
Edge Financial Advisors Wheaton IL 05/2023 02/2026
Cerity Partners Llc New York NY 02/2026 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-20
  • S66 Uniform Combined State Law Examination
    2022-12-20
Designations
Other Names
  • Zachary Adam Cravez
  • Zac Cravez
  • Zachary Cravez

View on SEC IAPD

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Other Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE WEALTH ADVISORS, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
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