Pablo Zuanic is a registered investment advisor at Zuanic & Associates, based in Marlton, NJ, with 23 years of industry experience. Pablo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$750 - $2,000
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Location
Five Greentree Centre 525 Rte 73 N, 525 Route 73 N Ste 104, Marlton, NJ, 08053
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Regulatory History (1)
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Financial
March 2019Final
Employment History
Current Registrations
Zuanic & Associates
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Cantor Fitzgerald & CO.Broker
September 2019 - March 2023 · 3 yrs 6 mos
Susquehanna Financial Group, LllpBroker
February 2015 - January 2019 · 3 yrs 11 mos
LiberumBroker
August 2010 - June 2014 · 3 yrs 10 mos
J.P. Morgan Securities INC.Broker
October 2008 - April 2010 · 1 yr 6 mos
J.P. Morgan Securities INC.Broker
May 2001 - October 2008 · 7 yrs 5 mos
J.P. Morgan Securities INC.Broker
May 2000 - May 2001 · 1 yr
State Registrations2 states
NJNY
Advisor
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.