CZ
CZ
Cara Zambella
2 Years of Experience
Tampa, FL
1 DisclosureBroker
Cara Zambella is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Tampa, FL, with 2 years of industry experience. Cara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
2202 N West Shore Blvd, Tampa, FL, 33607
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
May 2018Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 5 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
January 2026 - February 2026 · 1 mo
PNC Wealth Management
May 2024 - January 2026 · 1 yr 8 mos
PNC Wealth Management LLCBroker
January 2024 - January 2026 · 2 yrs
State Registrations1 state
FL
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.