Zachary Tyler Petry

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

• 08/2010 → Present
  Daryl J. Petry Pc
  Noblesville, IN
• 05/2008 → 11/2022
  Little Caesars
  Greenwood, IN
• 08/2010 → 09/2025
  Avantax Investment Services, Inc.
  Noblesville, IN
• 01/2012 → 09/2025
  Avantax Advisory Services
  Noblesville, IN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Noblesville, IN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-02-06 → 2025-09-05
  Avantax Advisory Services
  Noblesville Ct, IN

Other Businesses

1) Daryl J Petry PC~298 N 9th St~Noblesville~IL~30188~Tax Preparation/Accounting~Accountant/Bookkeeper~8/1/2010~80hrs~50hrs~accounting Services for clients. 2) Petry Wealth Management~298 N 9th St~Noblesville~IN~46060~Other~Other~8/1/2010~10hrs~1hrs~Operational/Marketing Name only.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-29
• S63 Uniform Securities Agent State Law Examination
  2011-05-18