Zachary Roberts has been an investment adviser representative at BHC Wealth Management since February 2026, and is not listed among the firm’s executive officers or direct owners. Zachary Roberts holds a Bachelor of Science in Business Administration from Colorado Christian University.
BHC Wealth Management, LLC is an Englewood, CO firm with $102M under management, 205 clients and 3 advisers in one office, as of its March 2026 filing.
Zach Roberts is Financial Advisor, Co-Owner of Blue Heron Capital, based in Englewood, Colorado. He helps clients navigate to and through their retirement years. His earlier experience includes time in the construction industry and an internship with The Walt Disney Company.
Zachary Roberts’ longest registration was 3 years at Brookstone Capital Management LLC (2022–2026). Before joining BHC Wealth Management in 2026, Zachary Roberts was registered through Brookstone Capital Management LLC.
- Blue Heron CapitalCurrent– present · under a yearEnglewood, CO · Adviser representative · Firm CRD 339475
- Brookstone Capital Management LLC– · 3 yearsEnglewood, CO · Adviser representative · Firm CRD 141413
Professional designations
Listed by BHC Wealth Management
- IRMAA Certified Planner (IRMAACP)
Investment adviser representative registrations
Zachary Roberts is registered as an investment adviser representative in 2 states. Each was approved in February 2026.
- ColoradoSince 2 February 2026
- TexasSince 2 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 February 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7515420
- Firm
- BHC Wealth Management · CRD 339475
- Office
- 2 INVERNESS DRIVE E., SUITE 106, Englewood, CO 80112
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- yourmoneyyourretirement.com
Where does Zachary Roberts work?
Zachary Roberts is an investment adviser representative registered through BHC Wealth Management, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Roberts a financial advisor?
Yes. Zachary Roberts has a current investment-adviser registration in Colorado and Texas, through BHC Wealth Management since February 2026.
How many years of experience does Zachary Roberts have?
Zachary Roberts has 4 years in the financial industry, since March 2022, across 2 adviser firms.
What exams has Zachary Roberts passed?
Zachary Roberts passed the Series 65 in February 2022.
Where did Zachary Roberts work before BHC Wealth Management?
Before BHC Wealth Management, Zachary Roberts was registered through Brookstone Capital Management LLC, March 2022 to February 2026.
Where is Zachary Roberts based?
Zachary Roberts’ registered office is in Englewood, CO.
Is Zachary Roberts registered with FINRA?
No. Zachary Roberts has no current broker registration.
How can I verify Zachary Roberts’ record?
Search CRD 7515420 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Roberts’ full registration record.
