Stephen Zamborelli
Stephen Zamborelli is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
24 S. Weber Street, Suite 325, Colorado Springs, CO, 80903
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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.
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Stephen owns SAZ Tax Services LLC, a tax preparation business, and is the President of Zamborelli Wealth Advisory Group LLC, a support company for his advisory work. He dedicates minimal time to each of these businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
New England SecuritiesBroker
State Registrations21 states
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