Benjamin Zaharias, financial advisor Ocala FL

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 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Drz Properties, LLC Ocklawaha, FL Aug 2023 - Current < 1
Gradient Securities, LLC Arden Hills, MN May 2012 - Current 11
18th Cirle Properties, LLC Ocala, FL Jul 2009 - Current 14
Central Florida Wealth Management, Inc. Ocala, FL May 2005 - Current 18
Gradient Advisors, LLC Arden Hills, MN May 2012 - Apr 2015 2
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, 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 Benjamin J. Zaharias
Phone Number: 866-991-1539
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    475
    MILLIONS
  • Total Number of Accounts
    6,625
    ACCOUNTS
  • Average Account Value
    $71,724
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

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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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