AdFi
ZA

Zachary Alexander Popovec

Investment Adviser Representative at Alphastar Capital Management

Mooresville, NCCRD #6975724Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Zachary Alexander Popovec is an investment adviser representative with Alphastar Capital Management in Mooresville, NC, where they have been registered since 2025. They have worked in the securities industry since 2019 and were previously registered with LPL Financial LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina and Texas.

Office

150 Fairview Road, Suite 130
Mooresville, NC 28117

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Carolina, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/5/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 10/24/2018
Series 7
General Securities Representative Examination
Passed 1/17/2022
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 79
Investment Banking Registered Representative Examination
Passed 7/30/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Alphastar Capital ManagementCurrent
3/11/2025 – Mooresville, NC
LPL Financial LLC
4/5/2022 – 3/6/2025Fort Mill, SC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Man Global Private Markets
    May 2016 – Jun 2017Charlotte, NC
  2. Wells Fargo Securities, LLC
    Jun 2018 – Jul 2021Charlotte, NC
  3. Davidson College
    Aug 2014 – Jun 2018Davidson, NC
  4. Wells Fargo Securities
    Jun 2017 – Aug 2017Charlotte, NC
  5. LPL Financial LLC
    Dec 2021 – Feb 2025Fort Mill, SC
  6. Churchill Finance LLC
    Jul 2021 – Nov 2021Charlotte, NC
  7. Alpha Capital Management
    Mar 2025 – no end date reportedCornelius, NC
  8. Alphastar Wealth Management Lake Norman
    Mar 2025 – no end date reportedMooresville, NC

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Alphastar Capital Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.0225

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Alphastar offers strategic alignment and affiliation options, a robust investment platform (including diversified portfolio models, structured solutions, separately managed accounts, and alternative investments), integrated technology solutions across the client lifecycle (CRM, financial planning, onboarding, data aggregation, compliance archiving), operations and back-office support, trading/billing/reporting, compliance services, and ongoing advisor development and mentorship.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
RIA PlatformIndependent AdvisorsInvestment ManagementPortfolio ModelsSeparately Managed AccountsAlternative InvestmentsCompliance SupportOperations OutsourcingTechnology IntegrationAdvisor DevelopmentBusiness Development+1 more

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
145
Offices listed on AdvisorFinder:
26
Main office:
Cornelius, NC
Founded:
2011
SEC file number:
801-72361

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 30, 2026

View full firm profile

Other advisors at Alphastar Capital Management

Showing 12 of 145 in the directory

View Alphastar Capital Management firm profile

Similar advisors in Mooresville, NC

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Alexander Popovec has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Zachary Alexander Popovec (Alphastar Capital Management)