Robert Zappitelli
Robert Zappitelli is a registered investment advisor at Cetera Investment Advisers LLC, based in Concord, OH, with 4 years of industry experience. Robert 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
9946 Johnnycake Ridge Road, Concord, OH, 44077
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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
Robert is an employee at Zappitelli Financial Services, providing accounting services and tax preparation, essentially full-time. He also performs fingerprinting/background checks, is a notary public, works as a registered rep for Zappitelli Wealth Advisors, and sells annuity products; the registered rep and annuity sales take about half of Robert's time and a few hours per week, respectively.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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