CZ
CFP
CZ
CFP

Carl Jonathan Zuckerberg

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingDivorce PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
432 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$5M
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Location

One Landmark Square, 11th Floor, Stamford, CT, 06901

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Carl is an insurance agent selling fixed insurance products, which is investment-related.

Employment History
Current Registrations
Rzh Advisors LLC
April 2000 - Present · 25 yrs 10 mos
Previous Registrations
Commonwealth Financial Network
March 2000 - May 2010 · 10 yrs 2 mos
State Registrations3 states
CTNCTX
Advisor
Exams
No exam information available for this advisor.