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Detailed Report
ZACH R ROYTER
CRD#: 6231100
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Investment Adviser
LONE PEAK ADVISERSCRD#: 296772 11650 SOUTH STATE STREET
SUITE 200
DRAPER, UT 84020-7150
Registration History
2020202120222023202420252026IALONE PEAK ADVISERS (CRD# 296772)2023 - Present (1 year)IALONE PEAK ADVISERS (CRD# 296772)2020 - 2022 (2 years)
License(s)

State Registrations

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Idaho 4/13/2023
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Texas 4/13/2023
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Iowa 4/13/2023
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Utah 4/13/2023
Current Registration(s)
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LONE PEAK ADVISERS (CRD#:296772)
11650 SOUTH STATE STREET SUITE 200, DRAPER, UT 84020-7150
Registered with this firm since 4/13/2023
Previous Registration(s)
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 06/30/2020 - 12/31/2022 LONE PEAK ADVISERS (CRD#:296772) DRAPER, UT
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.