Zachary James Martindale

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

• 05/2021 → 05/2024
  University Of Virginia - Slaughter Recreation Center
  Charlottesville, VA
• 05/2023 → 07/2023
  North Star Resource Group
  Richmond, VA
• 06/2021 → 01/2022
  Brooks Family Ymca
  Charlottesville, VA
• 11/2019 → 05/2020
  Target Corporation
  Charlottesville, VA
• 05/2019 → 08/2019
  Harris Teeter
  Charlottesville, VA
• 06/2017 → 08/2018
  Douglas Aquatics
  Charlottesville, VA
• 08/2021 → 05/2024
  University Of Virginia
  Charlottesville, VA
• 08/2020 → 05/2021
  University Of Richmond
  Richmond, VA
• 08/2016 → 05/2020
  Albemarle High School
  Charlottesville, VA
• 01/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: LIFE INSURANCE, SECURITIES AND PLANNING BUSINESS; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 06/2023, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: 3, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2024-03-04

Other Names

• Zach James Martindale
• Zachary Martindale