Pedro Zamora, financial advisor Miami FL
93 score

Pedro Zamora

CRD Number: 1984145
Current Firm: Cetera Investment Advisers LLC

Pedro Zamora (CRD# 1984145) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Miami, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Compass Employee Benefits Group, LLC Boca Raton, FL Jan 2006 - Current 10
Cetera Investment Advisers LLC Schaumburg, IL Dec 2003 - Current 13
Cetera Financial Specialists LLC Schaumburg, IL Jul 2003 - Current 13
Compass Advisory Group, LLC Boca Raton, FL Jun 2003 - Current 13
Compass Retirement Specialist LLC Boca Raton, FL Sep 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2001
S65 NASAA Investment Advisors Law Examination Nov 2003
Contact Info for Pedro L. Zamora
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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