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Director & DIR, Strategic Financial Planning & Analysis · Zions Capital Advisors, Inc.

David K. Anderson

CRD 6750006 · Named on Form ADV at one SEC-registered adviser

At a glance

Zions Capital Advisors, Inc., an SEC-registered asset manager based in Salt Lake City, UT with $831 million in regulatory assets, lists David K. Anderson on its Form ADV as Director & DIR, Strategic Financial Planning & Analysis, a control person.

Firms and roles

  • Zions Capital Advisors, Inc.Director & DIR, Strategic Financial Planning & AnalysisAsset manager · Salt Lake City, UT · $831M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.