Robert Zappitelli is a CFP-designated registered investment advisor, based in Concord, OH, with 38 years of industry experience.
Location
9946 Johnnycake Ridge Road, Concord, OH, 44077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert sells equity indexed annuities through Avantax Insurance Agency. He also has numerous business ventures including real estate, car washes, tax preparation, e-commerce, and is the Director of Wealth Management for Zappitelli Wealth Advisors, taking about half of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Zappitelli Financial Services
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations26 states
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