Zachary Huneycutt has been Chief Investment Officer of Strathmore Capital Advisors since January 2024, is a control person of the firm and directly owns between 5% and 10% of it. Zachary Huneycutt holds an MBA in Investment Finance from Duke University.
Strathmore Capital Advisors, Inc. is a Charlotte, NC firm with $805M under management, 501 clients and 11 advisers across 8 offices, as of its September 2026 filing.
Zach Huneycutt is Chief Investment Officer and Partner of Strathmore Capital Advisors, based in Charlotte, NC. Before joining Strathmore, he was a Vice President at Dimensional Fund Advisors, where he provided portfolio and small business consulting to independent financial advisors in North Carolina and South Carolina. Before Dimensional, he spent 9 years in the U.S. Marine Corps.
- Strathmore Capital AdvisorsCurrent– present · 2 yearsCharlotte, NC · Adviser representative · Firm CRD 135008
Investment adviser representative registrations
Zachary Huneycutt is registered as an investment adviser representative in North Carolina, since February 2024.
- North CarolinaSince 6 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 January 2024 |
| Series 24 | General Securities Principal Examination | 15 July 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 15 September 2017 |
| Series 7 | General Securities Representative Examination | 13 July 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Zachary Daniel Huneycutt
- CRD
- 6814729
- Firm
- Strathmore Capital Advisors · CRD 135008
- Role
- Chief Investment Officer
- Office
- 2825 SOUTH BLVD., SUITE 350, Charlotte, NC 28209
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strathmorecapadv.com
Where does Zachary Huneycutt work?
Zachary Huneycutt has been Chief Investment Officer of Strathmore Capital Advisors, Inc. since January 2024, and is a control person of the firm.
Is Zachary Huneycutt a financial advisor?
Yes. Zachary Huneycutt has a current investment-adviser registration in North Carolina, through Strathmore Capital Advisors since February 2024.
How many years of experience does Zachary Huneycutt have?
Zachary Huneycutt has 9 years in the financial industry, since July 2017, across 1 adviser firm.
What exams has Zachary Huneycutt passed?
Zachary Huneycutt has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in July 2017. FINRA credited Zachary Huneycutt with the SIE, which began in October 2018.
Where is Zachary Huneycutt based?
Zachary Huneycutt’s registered office is in Charlotte, NC.
Is Zachary Huneycutt registered with FINRA?
No. Zachary Huneycutt has no current broker registration.
How can I verify Zachary Huneycutt’s record?
Search CRD 6814729 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Huneycutt’s full registration record.