Joshua Zillmer
Joshua Zillmer is a registered investment advisor at Cetera Investment Advisers LLC, based in Delray Beach, FL, with 17 years of industry experience. Joshua 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
601 N Congress Ave Ste 413, Delray Beach, FL, 33445
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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
Joshua sells fixed insurance products, including life, health, disability, annuities, and long-term care. He also operates Zillmer Wealth Management as a DBA for financial services, dedicating about a quarter of his time to this endeavor.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Independent Financial Partners
LPL Financial LLC
LPL Financial LLCBroker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
PNC Investments
PNC InvestmentsBroker
State Registrations16 states
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.