Zachary Allen Shepard

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2016 → 03/2017
  Pnc Investments, Llc
  Pittsburgh, PA
• 05/2016 → 03/2017
  Pnc Bank, Na
  Columbus, OH
• 03/2017 → 02/2020
  Pnc Investments, Llc
  Columbus, OH
• 03/2020 → 03/2024
  The Huntington Investment Company
  Columbus, OH
• 08/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 04/2024 → 07/2024
  Unemployed
  Columbus, OH

Previous Registrations

• 2020-03-08 → 2024-04-19
  The Huntington Investment Company
  Columbus, OH
• 2016-07-06 → 2020-02-24
  Pnc Wealth Management Llc
  Hilliard, OH
  Columbus, OH
  Columbus, OH
  Columbus, OH
  Worthington, OH
  Powell, OH
  Marysville, OH
• 2015-04-24 → 2016-01-28
  Edward Jones
  Columbus, OH
  Tempe, AZ
  Upper Arlington, OH
  Tempe, AZ

Other Businesses

1) SHEPARD WEALTH MANAGEMENT LLC, COLUMBUS OH, 08/2024, OWNER, PASS-THROUGH ENTITY, NIR, 2 HR/MO 0 HR/MO TRADING 2) VETRO LOFTS CONDOMINIUM OWNERS ASSOCIATION, COLUMBUS OH, 05/2023, BOARD MEMBER, HOA, 2 HR/MO 0 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING, 09/2024 4) SECURE PATH ADVISORY GROUP, 4942 Reed Road, Columbus OH 43220, United States, 09/03/2025, Agent, DBA Name, NIR, 4 HR/MO - 4 HR/MO TRADING 5) ROY G BIV GALLERY FOR EMERGING ARTISTS, INC., 435 West Rich St, Columbus OH 43215, United States, 01/21/2026, Board Member, Arts/Performing Arts, NIR, 2 HR/MO - 0 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2015-04-11

Other Names

• Zachary Shepard