RZ
ChFC
RZ
ChFC

Robert Zacharias

27 Years of Experience
Orange Park, FL
4 DisclosuresBrokerSells Insurance

Robert Zacharias is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Orange Park, FL, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2233 Park Ave Bldg 201 Ste B, Orange Park, FL, 32073

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2017
Denied
Customer Dispute
September 2012
Closed-No Action
Customer Dispute
May 2012
Settled
Customer Dispute
February 2004
Denied
Other Business ActivitiesSells Insurance

Robert is an independent insurance agent selling fixed insurance products since 2008, dedicating nearly full-time hours to this activity. He also serves as a committee member/trustee at Island View Baptist Church, spending a few hours per week on church business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2023 - Present · 3 yrs
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2021 - June 2023 · 1 yr 11 mos
Voya Financial Advisors, INC.
September 2008 - June 2021 · 12 yrs 9 mos
Voya Financial Advisors, INC.Broker
July 2008 - June 2021 · 12 yrs 11 mos
Invest Financial Corporation
May 2004 - July 2008 · 4 yrs 2 mos
Invest Financial CorporationBroker
May 2004 - July 2008 · 4 yrs 2 mos
H&r Block Financial Advisors, INC.
December 2003 - June 2004 · 6 mos
H&r Block Financial Advisors, INC.Broker
November 2003 - June 2004 · 7 mos
CUNA Brokerage Services, INC.Broker
January 1999 - November 2003 · 4 yrs 10 mos
Metlife Securities INC.Broker
May 1998 - January 1999 · 8 mos
Metropolitan Life Insurance CompanyBroker
May 1998 - January 1999 · 8 mos
State Registrations7 states
FLGAMDNCNYSCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.