Zachary Gillette Williams

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 01/2013 → 02/2019
  Cetera Advisors Llc
  Denver, CO
• 03/2017 → 02/2019
  Appreciation Financial
  Mentor, OH
• 02/2019 → 05/2025
  Marcum Wealth, Llc
  Mayfield Village, OH
• 05/2025 → Present
  Wealth Enhancement Group
  Mayfield Village, OH
• 05/2025 → Present
  Wealth Enhancement Advisory Services
  Mayfield Village, OH

Previous Registrations

• 2019-03-24 → 2025-05-19
  Marcum Wealth, Llc
  Cleveland, OH
• 2012-08-03 → 2019-02-21
  Cetera Advisors Llc
  Mentor, OH
  Overland Park, KS
  Solon, OH
  Chillicothe, OH
  Lyndhurst, OH
• 2011-03-31 → 2012-08-02
  Cetera Wealth Services, Llc
  Solon, OH

Other Businesses

ZGW FINANCIAL, LLC - MENTOR, OH - RENTAL PROPERTY - OWNER OF RENTAL PROPERTIES - 2 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT ADVISORY SERVICES - MAYFIELD VILLAGE, OH - INVESTMENT ADVISOR REPRESENTATIVE. 160 HOURS PER MONTH, 160 HOURS DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-23

Other Names

• Zachary Williams
• Zachary Gillette Williams
• Zachary G Williams