Zach Royter has been an investment adviser representative at Lone Peak Advisers since April 2023, and is not listed among the firm’s executive officers or direct owners.
Lone Peak Advisers, LLC is a Draper, UT firm with $125M under management, 905 clients and 8 advisers in one office, as of its March 2026 filing.
Investment adviser representative registrations
Zach Royter is registered as an investment adviser representative in 3 states, as a resident of Texas. Each was approved in April 2023.
- IdahoSince 13 April 2023
- TexasResidentSince 13 April 2023
- UtahSince 13 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 June 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zach R Royter
- CRD
- 6231100
- Firm
- Lone Peak Advisers · CRD 296772
- Office
- 11650 SOUTH STATE STREET, SUITE 200, Draper, UT 84020-7150
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Zach Royter work?
Zach Royter is an investment adviser representative registered through Lone Peak Advisers, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Zach Royter a financial advisor?
Yes. Zach Royter has a current investment-adviser registration in Idaho, Texas and Utah, through Lone Peak Advisers since April 2023.
How many years of experience does Zach Royter have?
Zach Royter has 6 years in the financial industry, since October 2020, across 1 adviser firm.
What exams has Zach Royter passed?
Zach Royter passed the Series 65 in June 2020.
Where is Zach Royter based?
Zach Royter’s registered office is in Draper, UT.
Is Zach Royter registered with FINRA?
No. Zach Royter has no current broker registration.
How can I verify Zach Royter’s record?
Search CRD 6231100 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zach Royter’s full registration record.