Richard Zyczkiewicz
Richard Zyczkiewicz is a registered investment advisor at Cetera Investment Advisers LLC, based in Durham, NC, with 20 years of industry experience. Richard 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
Firm Size
IM Fee
Assets Under Management
Location
Durham, NC
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard owns Zyczkiewicz Latour & Company, an accounting and tax preparation business, since 2009, spending nearly full-time hours on it. He is also an agent for Avantax Insurance Agency/Services, providing insurance sales and client services, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
H.D. Vest Investment ServicesBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
G. A. Repple & CompanyBroker
State Registrations1 state
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