DZ
DZ

Dennis Zacharopoulos

5 Years of Experience
Armonk, NY
BrokerSells Insurance

Dennis Zacharopoulos is a registered investment advisor, based in Armonk, NY, with 5 years of industry experience.

Location

80 Business Park Drive Suite 207, Armonk, NY, 10504

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Dennis sells fixed insurance products as an insurance agent, dedicating a few hours per week. He also works with corporate plans and retirement strategies, and volunteers with two organizations.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Cetera Wealth Services, LLCBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Esi Financial Advisors
June 2021 - December 2024 · 3 yrs 6 mos
Equity Services, INC.Broker
April 2021 - December 2024 · 3 yrs 8 mos
Equity Services, INC.Broker
December 2019 - December 2020 · 1 yr
State Registrations3 states
CTFLNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Dennis Zacharopoulos - Financial Advisor | TrueAdvisor