Zachary Shaw Cleveland
Investment Adviser Representative at Parcion Private Wealth LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zachary Shaw Cleveland is an investment adviser representative with Parcion Private Wealth LLC in Bellevue, WA, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with Cresset Asset Management, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- StudentNov 2016 – Sep 2017Dallas, TX
- Commerce Street Capital, LLCSep 2017 – May 2018Dallas, TX
- Merril LynchMay 2016 – Nov 2016New York, NY
- Crow Holdings Capital - Investment PartnersOct 2018 – Feb 2021Dallas, TX
- CH Investment PartnersJun 2022 – Nov 2024Dallas, TX
- Cresset Asset Management, LLCNov 2024 – Dec 2025Chicago, IL
- Commerce Street Capital, LLCMay 2018 – Oct 2018Dallas, TX
- Full-time University StudentSep 2012 – Jan 2017Dallas, TX
- CH Investment PartnersFeb 2021 – Jun 2022Dallas, TX
- Parcion Private Wealth LLCJan 2026 – no end date reportedBellevue, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Parcion Private Wealth LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $10,000,000 (waivable)
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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bellevue, WA
- SEC file number:
- 801-117477
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 10, 2026
View full firm profileOther advisors at Parcion Private Wealth LLC
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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 Shaw Cleveland 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.
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