Robert Zacharias, financial advisor Orange Park FL

Robert Zacharias

CRD Number: 3043115
Current Firm: Cetera Investment Advisers LLC

Robert Zacharias (CRD# 3043115) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orange Park, FL and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Mar 2023 - Current 1
Cetera Advisor Networks El Segundo, CA Jun 2021 - Current 2
Voya Financial Advisors Orange Park, FL Sep 2014 - Jun 2021 6
Atlantic Coast Financial Services Jacksonville, FL Jul 2008 - Jul 2016 8
Atlantic Coast Bank Jacksonville, FL May 2004 - Jul 2016 12
Ing Financial Partners, Inc. Jacksonville, FL Jul 2008 - Sep 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert J. Zacharias
Phone Number: 310-257-7880
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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