Robert Zerah
Robert Zerah is a CFP, PFS-designated registered investment advisor at Commonwealth Financial Network, based in Melville, NY, with 33 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
445 Broadhollow Road, Suite 203 & 230, Melville, NY, 11747
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2009Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Robert is involved in fixed insurance sales and co-owns RZB Wealth Management, LLC, which facilitates insurance business, taking about 10-20% of his time for each. He also co-owns and performs tax preparation for Zerah & Company CPAs PC and Gutterson & Cohen Tax Specialists, LLC, dedicating about 10-15% of his time to each.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Raymond James Financial Services, INC.Broker
Franklin Financial Services CorporationBroker
Royal Alliance Associates, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.