DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Marc Fredrick Zarro
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
9 y
since Oct 28, 2016
In the industry
26 y
since Jul 21, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Oct 28, 2016 · Yardley, Pa
- Penn Investment Advisors, Inc. formerJan 9, 2015 to Sep 8, 2016 · Bala Cynwyd, Pa
- Longview Capital Management LLC formerJan 11, 2010 to Dec 12, 2014 · Wilmington, De
- Voya Financial Advisors, Inc. BD affiliatedMar 19, 2007 to Jan 11, 2010 · Marlton, Nj
- Ameriprise Advisor Services, Inc. unclassifiedJun 30, 2003 to Mar 2, 2007 · Yardley, Pa
Moves
a registration end followed by a registration begin elsewhere
- Penn Investment Advisors, Inc. to Wells Fargo Advisorsleft Sep 8, 2016, registered Oct 28, 2016 (50 days) · Other
- Longview Capital Management LLC to Penn Investment Advisors, Inc.left Dec 12, 2014, registered Jan 9, 2015 (28 days) · Other
- Voya Financial Advisors, Inc. to Longview Capital Management LLCleft Jan 11, 2010, registered Jan 11, 2010 (0 days) · Other
- Ameriprise Advisor Services, Inc. to Voya Financial Advisors, Inc.left Mar 2, 2007, registered Mar 19, 2007 (17 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address