Zachary
Engraff

Scf Investment Advisors, Inc

CRD#4547413
Investment Advisor
in Erie, CO

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About this Advisor

Zachary Engraff is a financial advisor based out of Erie, Colorado who has 1 year of industry experience. Engraff is an employee of Scf Investment Advisors, Inc. The advisor has gained experience at New York Life Insurance Company, Nylife Securities Inc, Scf Securities, Inc, Scf Investment Advisors, Inc and Lincoln Financial Securities Corporation. Engraff has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to serve investors in Colorado, New Mexico and Texas. Scf Investment Advisors, Inc is a business based in Fresno, CA. The investment advisory business has offices in 73 locations and a total of 267 employees. It handles $2 billion in total assets across its 7,762 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 7,762 accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in investable assets. The firm performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees typically vary depending on which services the firm provides the client. However, fees charged by Scf Investment Advisors, Inc most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Erie, CO

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,771,389,008

CO Average: $7,578,581,321
Total Number of Employees

267

CO Average: 43
Total Number of Accounts

7,762

CO Average: 3,727
Average Account Size

$228,213

CO Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Zachary Engraff Work History

Zachary has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Scf Securities, Inc

2022 - Present (2 years)

Scf Investment Advisors, Inc

2016 - 2022 (6 years)

Lincoln Financial Securities Corporation

2002 - 2016 (14 years)

New York Life Insurance Company

2002 - 2016 (14 years)

Nylife Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Zachary Engraff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Scf Investment Advisors, Inc

Scott Bresky
Fresno, CA
James Groce
Fresno, CA
Justin Leland
Bakersfield, CA
Maegan Cooley
Prescott Valley, AZ
Kyle Gardner
Fresno, CA
Nathan Sorensen
Safford, AZ
Reyn Wicklund
Fresno, CA
John Prewitt
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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