Zachary James Alloway

Employer firm

Halbert Hargrove CRD 105515

$4.20B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 09/2014 → 09/2017
  Int. School Of Beaverton
  Beaverton, OR
• 10/2020 → 06/2021
  Cruise In Country Diner
  Hillsboro, OR
• 09/2017 → 06/2021
  Aloha High School
  Aloha, OR
• 07/2021 → 04/2025
  Cal Poly, San Luis Obispo
  San Luis Obispo, CA
• 09/2022 → 06/2023
  Cal Poly, San Luis Obispo
  San Luis Obispo, CA
• 09/2023 → 06/2024
  Buona Tavola
  San Luis Obispo, CA
• 06/2024 → 02/2025
  Halbert Hargrove
  Long Beach, CA
• 02/2025 → Present
  Halbert Hargrove
  Long Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-02

Other Names

• Zach Alloway