DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 319614
VERO BEACH, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| THEODORE JOSEPH ZAMERSKI | Personal Financial Specialist|Chartered Financial Analyst | VERO BEACH, FL | 4 | 24 | 4 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ZAMERSKI, THEODORE, JOSEPH | CHIEF COMPLIANCE OFFICER/MEMBER/PRINCIPAL | E | yes | 12/2021 | Jul 28, 2022 | Feb 8, 2023 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Feb 8, 2023 | $1.3M | $1.3M | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $1.3M | n/a | n/a | n/a | n/a | 1 | n/a | 0 | n/a |