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Zachary Light

Capstone Partners

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About Zachary Light

Zachary Light is a registered representative with Capstone Partners, a firm with a strong presence in the Denver market. Zachary is well-versed in investment banking and has a demonstrated track record of success. Zachary has also passed the Series 63 and SIE exams, demonstrating a commitment to staying current on industry regulations and best practices. With experience in the industry and a focus on meeting client needs, Zachary is a valuable resource for investors seeking guidance and investment solutions.

Firm Information

Zachary Light is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

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.

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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Zachary Light’s Registration & Firm History

CO

05/04/2023 - Present

Capstone Partners (Denver CO)

MD

10/02/2021 - 04/28/2023

EVERGREEN ADVISORS CAPITAL, LLC (COLUMBIA MD)

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Licenses & Designations

BC

Issued 10/05/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2019

Series 79TO - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Light.
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