DZ
DZ

Dante Zicarelli

2 Years of Experience
Seattle, WA
Broker

Dante Zicarelli is a registered investment advisor, based in Seattle, WA, with 2 years of industry experience.

Location

600 University Street, Suite 2328, Seattle, WA, 98101

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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 Activities

Dante works as a Financial Advisor and Vice President at Eagle Rock Wealth Management Inc., focusing on investment advisory, portfolio management, and financial planning. This role takes up a full-time commitment.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
M Holdings Securities, INC.
January 2024 - August 2025 · 1 yr 7 mos
M Holdings Securities, INC.Broker
April 2023 - August 2025 · 2 yrs 4 mos
State Registrations4 states
FLNJNYWA
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.
Dante Zicarelli - Financial Advisor | TrueAdvisor