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Detailed Report
JEFFREY SCOTT ZYCH
Jeff Scott Zych
CRD#: 5760431
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Investment Adviser
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Previous Broker
CERITY PARTNERS RETIREMENT PLAN ADVISORSCRD#: 164198 4725 S. MONACO STREET
SUITE 205
DENVER, CO 80237
Registration History
2010201220142016201820202022202420263 FIRMS2013 - 2015 (2 years)IACERITY PARTNERS RETIREMENT PLA... (CRD# 164198)2022 - Present (2 years)IACERITY PARTNERS LLC (CRD# 151559)2019 - Present (5 years)BARKADIOS CAPITAL (CRD# 282710)2022 - 2023 (1 year)BBD4RIA, INC. (CRD# 290240)2018 - 2022 (4 years)BTRIAD ADVISORS LLC (CRD# 25803)2016 - 2018 (2 years)BTD AMERITRADE, INC. (CRD# 7870)2010 - 2011 (<1 year)IAKARSTEN ADVISORS (CRD# 158571)2016 - 2019 (3 years)
License(s)

State Registrations

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Colorado 4/2/2019
Current Registration(s)
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CERITY PARTNERS RETIREMENT PLAN ADVISORS (CRD#:164198)
4725 S. MONACO STREET SUITE 205, DENVER, CO 80237
Registered with this firm since 9/21/2022
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CERITY PARTNERS LLC (CRD#:151559)
4725 S. MONACO STREET SUITE 205, DENVER, CO 80237
Registered with this firm since 4/2/2019
Previous Registration(s)
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 12/22/2022 - 12/31/2023 ARKADIOS CAPITAL (CRD#:282710) ATLANTA, GA
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 04/23/2018 - 12/15/2022 BD4RIA, INC. (CRD#:290240) Denver, CO
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 02/19/2016 - 04/01/2019 KARSTEN ADVISORS (CRD#:158571) Denver, CO
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 01/25/2016 - 04/23/2018 TRIAD ADVISORS LLC (CRD#:25803) FORT WORTH, TX
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 10/01/2013 - 12/16/2015 TD AMERITRADE, INC. (CRD#:7870) FORT WORTH, TX
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 02/13/2013 - 12/16/2015 AMERIVEST INVESTMENT MANAGEMENT, LLC (CRD#:111514) FORT WORTH, TX
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 01/17/2013 - 12/16/2015 TD AMERITRADE, INC. (CRD#:7870) FORT WORTH, TX
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 11/22/2010 - 01/20/2011 TD AMERITRADE, INC. (CRD#:7870) FORT WORTH, TX
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.