Chief Executive Officer & Chief Compliance Officer · Centric Advisors, LLC
Zachary T. Majors
CRD 5764906 · Named on Form ADV at one SEC-registered adviser
At a glance
Centric Advisors, LLC, an SEC-registered wealth manager based in Cypress, TX with $211 million in regulatory assets, lists Zachary T. Majors on its Form ADV as Chief Executive Officer & Chief Compliance Officer, a control person.
Firms and roles
- Centric Advisors, LLCChief Executive Officer & Chief Compliance OfficerWealth manager · Cypress, TX · $211M in regulatory assets
AtlasMembers
Zachary’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Oscar R. MondragonChief Operations Officer, Centric Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Zachary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.