Benjamin Zaharias, financial advisor Ocala FL
86 score

Benjamin Zaharias

CRD Number: 4609899
Current Firm: Gradient Wealth Management

Benjamin Zaharias (CRD# 4609899) is an Investment Advisor Representative working at Gradient Wealth Management in Ocala, FL and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Gradient Securities, LLC Arden Hills, MN May 2012 - Current 4
Central Florida Wealth Management, Inc. Ocala, FL May 2005 - Current 11
Gradient Advisors, LLC Arden Hills, MN May 2012 - Apr 2015 2
Brookstone Securities Lakeland, FL Oct 2009 - May 2012 2
Jw Cole Financial Tampa, FL Oct 2006 - Oct 2009 3
Linsco/private Ledger Ocala, FL Apr 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Benjamin J. Zaharias
Phone Number: 866-991-1539
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $59,743
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
86

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