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RIA / WealthAdvisorCertified Financial Planner25 years in industry

CLAY CAMPBELL ZACHRY

Advisor at EP WEALTH ADVISORS

TORRANCE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ba4aedc-f21f-1264-2804-66ce80816dfd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 25, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EP WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 7, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 7, 2001
First registration: May 25, 2001
Dual registered: no
Other names: CLAY C ZACHRY|CLAY CAMPBELL ZACHRY
IAPD individual key: 4361257

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EP WEALTH ADVISORS	Independent wealth	Jan 27, 2025	n/a	yes	TORRANCE, CA\|TORRANCE, CA	Current employment
HARRIS FINANCIAL ADVISORS, INC.	Former SEC adviser	Jul 14, 2009	Nov 23, 2020	no	PALOS VERDES ESTATES, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 25, 2001	Jul 13, 2009	no	CENTURY CITY, CA\|LOS ANGELES, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HARRIS FINANCIAL ADVISORS, INC.	EP WEALTH ADVISORS	Nov 23, 2020	Jan 27, 2025	1,526	Firm change after gap	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	HARRIS FINANCIAL ADVISORS, INC.	Jul 13, 2009	Jul 14, 2009	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
107510:111147:CA:2020-11-23	Nov 23, 2020	Jan 27, 2025	PALOS VERDES ESTATES, CA	Firm change after gap

Relationships

Registered with (3)

→ EP WEALTH ADVISORSRegistered adviserregistration: current employment
Jan 27, 2025 to presentfactForm ADV
→ HARRIS FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 14, 2009 to Nov 23, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 25, 2001 to Jul 13, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ba4aedc-f21f-1264-2804-66ce80816dfd
First observed: May 25, 2001
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CLAY CAMPBELL ZACHRY

Advisor at EP WEALTH ADVISORS

TORRANCE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ba4aedc-f21f-1264-2804-66ce80816dfd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:31 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

EP WEALTH ADVISORS

Independent wealth

Jan 27, 2025

n/a

yes

TORRANCE, CA|TORRANCE, CA

Current employment

HARRIS FINANCIAL ADVISORS, INC.

Former SEC adviser

Jul 14, 2009

Nov 23, 2020

PALOS VERDES ESTATES, CA

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

May 25, 2001

Jul 13, 2009

CENTURY CITY, CA|LOS ANGELES, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

HARRIS FINANCIAL ADVISORS, INC.

EP WEALTH ADVISORS

Nov 23, 2020

Jan 27, 2025

1,526

Firm change after gap

RIA to RIA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

HARRIS FINANCIAL ADVISORS, INC.

Jul 13, 2009

Jul 14, 2009

Firm change

Other

Team

Left

Joined

From

Kind

107510:111147:CA:2020-11-23

Nov 23, 2020

Jan 27, 2025

PALOS VERDES ESTATES, CA

Firm change after gap