Erich Zielonka is a registered investment advisor, based in Chicopee, MA, with 19 years of industry experience.
Location
Chicopee, MA
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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
Erich is an insurance agent with Avantax Insurance Agency & Avantax Insurance Services, spending minimal time on insurance sales. He also works as a financial advisor/CPA doing tax preparation and wealth management nearly full-time, and owns FUK LLC for managing his rental properties, spending minimal time on this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations9 states
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