Zachary Rhodes has been an investment adviser representative at Mountain Capital Investment Advisors since April 2026, and is not listed among the firm’s executive officers or direct owners.
Mountain Capital Investment Advisors Inc is a Westminster, CO firm with $929M under management, 1,191 clients and 15 advisers across 5 offices, as of its July 2026 filing.
Zachary Rhodes’ longest registration was 1 year at Buck Wealth Strategies, LLC (2024–2026). Before joining Mountain Capital Investment Advisors in 2026, Zachary Rhodes was registered through Buck Wealth Strategies, LLC.
- – present · under a yearWestminster, CO · Adviser representative · Firm CRD 156660
- Buck Wealth Strategies, LLC– · 1 yearDenver, CO · Adviser representative · Firm CRD 322138
Investment adviser representative registrations
Zachary Rhodes is registered as an investment adviser representative in Colorado, since April 2026.
- ColoradoSince 21 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary Robert Rhodes
- CRD
- 7804489
- Firm
- Mountain Capital Investment Advisors · CRD 156660
- Office
- 12235 PECOS ST, SUITE 100, Westminster, CO 80234
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachary Rhodes work?
Zachary Rhodes is an investment adviser representative registered through Mountain Capital Investment Advisors Inc since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Rhodes a financial advisor?
Yes. Zachary Rhodes has a current investment-adviser registration in Colorado, through Mountain Capital Investment Advisors since April 2026.
How many years of experience does Zachary Rhodes have?
Zachary Rhodes has 1 year in the financial industry, since December 2024, across 2 adviser firms.
What exams has Zachary Rhodes passed?
Zachary Rhodes passed the Series 65 in December 2024.
Where did Zachary Rhodes work before Mountain Capital Investment Advisors?
Before Mountain Capital Investment Advisors, Zachary Rhodes was registered through Buck Wealth Strategies, LLC, December 2024 to April 2026.
Where is Zachary Rhodes based?
Zachary Rhodes’ registered office is in Westminster, CO.
Is Zachary Rhodes registered with FINRA?
No. Zachary Rhodes has no current broker registration.
How can I verify Zachary Rhodes’ record?
Search CRD 7804489 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Rhodes’ full registration record.
