Zachary Tyler Allan

Employer firm

Cynosure Group, LLC CRD 281399

$9.85B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 03/2025 → Present
  The Cynosure Group
  Salt Lake City, UT
• 10/2022 → 03/2025
  Goldman Sachs
  Salt Lake City, UT
• 08/2018 → 06/2022
  Dixie State University
  St George, UT
• 06/2022 → 10/2022
  Unemployed
  Draper, UT
• 08/2014 → 06/2018
  Summit Academy High School
  Bluffdale, UT
• 06/2018 → 08/2018
  Unemployed
  Draper, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-18

Other Names

• Zach Allan
• Zachry Tyler Allan