Theodore Zamerski is a CFA, PFS-designated registered investment advisor at Prosperity Path Advisers, LLC, based in Vero Beach, FL, with 19 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 5 clients with $4.8M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2150 15th Avenue, Vero Beach, FL, 32960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theodore provides tax planning services/preparation for clients, dedicating about 20% of his time, primarily between February and April. He also serves as Director & Member of Family Office Services for TSP Family Office, spending about a quarter of his time on client meetings, financial planning, and directing policy.
Employment History
Current Registrations
Prosperity Path Advisers, LLC
Previous Registrations
Green Vista Asset Management LLC
Treasure Coast Financial Planning, INC.
LPL Financial LLC
Raymond James & Associates, INC.
State Registrations1 state
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