SZ
SZ

Simon Zahrbock

1 Year of Experience
Scottsdale, AZ
Broker

Simon Zahrbock is a registered investment advisor, based in Scottsdale, AZ, with 1 years of industry experience.

Location

8111 E Indian Bend Rd, Scottsdale, AZ, 85250

Get directions

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.

Learn about disclosures →
Other Business Activities

Simon rents out his personal car on Turo and works as a Wealth Management Associate at HK Wealth Management, dedicating about a quarter of his time to the latter. He also works as a staff accountant at Haga Kommer, Ltd., spending nearly full-time hours on tax preparation and related services.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
March 2025 - September 2025 · 6 mos
Avantax Investment Services, INC.Broker
January 2025 - September 2025 · 8 mos
State Registrations3 states
AZMNND
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.