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Zachary Robert Mullally

Captrust

Rochester, NY

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-27
  • NY RA
    APPROVED
    Since 2025-10-27

Branch Locations

500 Linden Oaks Suite 210, Rochester, NY 14625 • 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
Cobblestone Capital Advisors, Llc Rochester NY 06/2021 09/2025
Cobblestone Capital Advisors, Llc Rochester NY 08/2019 07/2020
The Warrior Factory Henrietta NY 01/2019 08/2019
Louis S. Wolk Jcc Of Greater Rochester Brighton NY 10/2018 05/2020
Nazareth College Rochester NY 09/2017 05/2021
Valvetech, Inc. Phelps NY 06/2016 08/2018
Canandaigua Academy Canandaigua NY 05/2011 06/2017
Capfinancial Partners, Llc. (Captrust) Raleigh NC 09/2025 Present
  • 06/2021 → 09/2025
    Cobblestone Capital Advisors, Llc
    Rochester, NY
  • 08/2019 → 07/2020
    Cobblestone Capital Advisors, Llc
    Rochester, NY
  • 01/2019 → 08/2019
    The Warrior Factory
    Henrietta, NY
  • 10/2018 → 05/2020
    Louis S. Wolk Jcc Of Greater Rochester
    Brighton, NY
  • 09/2017 → 05/2021
    Nazareth College
    Rochester, NY
  • 06/2016 → 08/2018
    Valvetech, Inc.
    Phelps, NY
  • 05/2011 → 06/2017
    Canandaigua Academy
    Canandaigua, NY
  • 09/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2021-07-10 → 2025-12-31
    Cobblestone Capital Advisors, Llc
    Rochester, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-09
  • S65 Uniform Investment Adviser Law Examination
    2021-07-09
Designations
Other Names
  • Zach Robert Mullally

View on SEC IAPD

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AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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