TrueAdvisor
TrueAdvisor
BZ
ChFC
BZ
ChFC

Benjamin Joseph Zaharias

Gradient Wealth Management
22 Years of Experience
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management
Gradient Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
3,268 clients
Average Client Portfolio
$181K average
Assets Under Management
$591.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

1740 SE 18th Street, Suite 1301, Ocala, FL, 34471

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History

Regulatory History (2)
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.
Criminal
April 2019
Final Disposition
Customer Dispute
November 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Benjamin is involved in several outside business activities. He operates Central Florida Wealth Management, Inc. for financial services and insurance sales, owns 18th Circle Properties LLC and DRZ Properties, LLC for rental properties, and works as a martial arts instructor. He dedicates minimal time to each of these activities.

Employment History
Current Registrations
Gradient Wealth Management
April 2015 - Present · 10 yrs 10 mos
Gradient Securities, LLCBroker
May 2012 - Present · 13 yrs 9 mos
Previous Registrations
Gradient Advisors, LLC
May 2012 - April 2015 · 2 yrs 11 mos
Brookstone Investment Advisory Services
February 2011 - May 2012 · 1 yr 3 mos
Brookstone Securities, INC.Broker
October 2009 - May 2012 · 2 yrs 7 mos
J.W. Cole Financial, INC.Broker
August 2006 - October 2009 · 3 yrs 2 mos
Linsco/private Ledger CORP.Broker
April 2006 - August 2006 · 4 mos
J.W. Cole Financial, INC.Broker
June 2004 - April 2006 · 1 yr 10 mos
National Planning CorporationBroker
January 2003 - June 2004 · 1 yr 5 mos
State Registrations12 states
ALAZCAFLGAMDNCNJNYOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.