ZIONS DIRECT, INC.

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
75
Avg account
$0

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
17776
Registered since
April 28, 1986

Firm profile

FINTRX

Overview

Zions Direct, Inc. is organized as a corporation and has been registered with the SEC since 1986. The firm is classified in the dataset as an investment bank rather than a capital allocator or traditional registered investment advisor. Ownership is recorded as a combination of a domestic entity and an individual. The profile indicates the firm does not present itself as an active ESG investor, is not a multi-state adviser, is not newly formed, does not act as a pension consultant, and is not listed as a related adviser in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • ROBERT RYAN RICHARDS

    Chief Financial OfficerCRD 8021252

  • CHRISTOPHER KYRIAKAKIS

    Chief Risk OfficerCRD 8020162

  • JENNIFER HASH

    Chief Compliance OfficerCRD 4123554

Contacts

3 of 72
  • HENRY LISTON

    Financial AnalystCRD 4989958

  • MANDY QUERIO

    Managing DirectorCRD 3130497

  • Ralph Gochnour

    Associate DirectorCRD 6667535

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
1 S Main St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth