Zachary Cline has been an investment adviser representative at PeakValley Wealth since February 2025, and is not listed among the firm’s executive officers or direct owners. Zachary Cline holds a Bachelor of Arts in History from Virginia Military Institute, a Master of Arts in Public Policy and International Affairs from Liberty University and a Master of Business Administration from Virginia Tech.
Peakvalley Wealth, LLC is a Roanoke, VA firm with $130M under management, 169 clients and 4 advisers across 3 offices, as of its February 2026 filing.
Zach Cline is Financial Advisor of PeakValley Wealth. Zach joined the firm in 2025. Earlier, he was commissioned into the Air Force as an Intelligence Officer, later served as an Assistant Professor in the Air Force Reserve Officer Training Corps at the Virginia Military Institute, and managed a group dental practice for several years.
- Peakvalley Wealth, LLCCurrent– present · 1 yearTazewell, VA · Adviser representative · Firm CRD 165542
Investment adviser representative registrations
Zachary Cline is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- VirginiaSince 18 February 2025
- West VirginiaSince 24 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary Todd Cline
- CRD
- 8044823
- Firm
- PeakValley Wealth · CRD 165542
- Office
- 242 Main Street, Tazewell, VA 24651
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- peakvalleywealth.com
Where does Zachary Cline work?
Zachary Cline is an investment adviser representative registered through Peakvalley Wealth, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Cline a financial advisor?
Yes. Zachary Cline has a current investment-adviser registration in Virginia and West Virginia, through PeakValley Wealth since February 2025.
How many years of experience does Zachary Cline have?
Zachary Cline has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has Zachary Cline passed?
Zachary Cline passed the Series 65 in February 2025.
Where is Zachary Cline based?
Zachary Cline’s registered office is in Tazewell, VA.
Is Zachary Cline registered with FINRA?
No. Zachary Cline has no current broker registration.
How can I verify Zachary Cline’s record?
Search CRD 8044823 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Cline’s full registration record.
