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Zachary Engraff

SCF Investment Advisors, Inc.

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About Zachary Engraff

Zachary Engraff is a financial advisor with over 20 years of experience in the industry. Zachary currently works for SCF Investment Advisors, Inc. and is registered to provide investment advice in Colorado, New Mexico and Texas. Zachary has a strong track record of providing financial advice and guidance to individuals, families, and businesses.

Firm Information

Zachary Engraff is currently registered with SCF Investment Advisors, Inc.. SCF Investment Advisors, Inc. is an investment advisor headquartered in SAN DIEGO, CA, United States. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They also offer selection of other advisors and have approximately 2,554,158,376 in regulatory assets under management.
SCF Investment Advisors, Inc.

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$2.55B

Assets Under Management

3,491

Total Clients

109

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachary Engraff’s Registration & Firm History

CO

11/17/2022 - Present

SCF Investment Advisors, Inc. (ERIE CO)

CO

11/01/2016 - 10/03/2022

LINCOLN FINANCIAL SECURITIES CORPORATION (ERIE CO)

CO

07/30/2002 - 11/03/2016

NYLIFE SECURITIES LLC (ERIE CO)

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Licenses & Designations

BOTH

Issued 12/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/13/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Zachary Engraff. Review regulatory record here.
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