Zachery Roth has been an investment adviser representative at Catalyst Wealth Management since April 2024, and is not listed among the firm’s executive officers or direct owners.
Catalyst Wealth Management LLC is a Houston, TX firm with $105M under management, 9,549 clients and 25 advisers across 14 offices, as of its September 2026 filing.
Zachery Roth’s longest registration is the current one, 2 years at Catalyst Wealth Management since 2024. Before joining Catalyst Wealth Management in 2024, Zachery Roth was registered through GWN Securities Inc.
- – present · 2 yearsKaty, TX · Adviser representative · Firm CRD 329586
- GWN Securities Inc.– · 1 yearHouston, TX · Adviser representative · Firm CRD 128929
Investment adviser representative registrations
Zachery Roth is registered as an investment adviser representative in Texas, since April 2024.
- TexasSince 19 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 7 January 2023 |
| Series 66 | Uniform Combined State Law Examination | 13 December 2022 |
| SIE | Securities Industry Essentials Examination | 12 November 2022 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7651724
- Firm
- Catalyst Wealth Management · CRD 329586
- Office
- Katy, TX
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Zachery Roth work?
Zachery Roth is an investment adviser representative registered through Catalyst Wealth Management LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Zachery Roth a financial advisor?
Yes. Zachery Roth has a current investment-adviser registration in Texas, through Catalyst Wealth Management since April 2024.
How many years of experience does Zachery Roth have?
Zachery Roth has 3 years in the financial industry, since January 2023, across 2 adviser firms.
What exams has Zachery Roth passed?
Zachery Roth has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in November 2022.
Where did Zachery Roth work before Catalyst Wealth Management?
Before Catalyst Wealth Management, Zachery Roth was registered through GWN Securities Inc., January 2023 to April 2024.
Where is Zachery Roth based?
Zachery Roth’s registered office is in Katy, TX.
Is Zachery Roth registered with FINRA?
Yes. Zachery Roth has a current broker registration, under CRD 7651724.
Source: FINRA BrokerCheck
How can I verify Zachery Roth’s record?
Search CRD 7651724 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Zachery Roth’s full registration record.
