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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

K•••• R•••••• Z••••••

A••••••• A•••• M••••••••• I•••mixed wealthPrinceton, Nj dual registrantIAPD 4149264

Feed of 09/15/2026

Also filed as Kevin R Zellers

At current firm

3 y

since Aug 16, 2023

In the industry

26 y

since May 26, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••• A•••• M••••••••• I••• mixed wealth current
since Aug 16, 2023 · Princeton, Nj
M••••• S•••••• wirehouse
May 5, 2022 to Aug 3, 2023 · Fort Worth, Tx
A••••• A•••• M••••••••• U•• I••• former
Jan 4, 2021 to Apr 11, 2022 · Boston, Ma
A••••• P•••••• I••••••••• A•••• M••••••••• I••• former
Apr 9, 2012 to Dec 31, 2020 · Boston, Ma
K•• I••••••••• S••••••• L•• BD affiliated
Nov 6, 2006 to Apr 3, 2012 · Strongsville, Oh
A••••••••• A•••••• S•••••••• I••• unclassified
Sep 27, 2006 to Nov 7, 2006 · Seven Hills, Oh
U•• F•••••••• S••••••• I••• wirehouse
Sep 23, 2002 to Jan 12, 2005 · Cleveland, Oh

Moves

a registration end followed by a registration begin elsewhere

M••••• S•••••• to A••••••• A•••• M••••••••• I•••
left Aug 3, 2023, registered Aug 16, 2023 (13 days) · Other
A••••• A•••• M••••••••• U•• I••• to M••••• S••••••
left Apr 11, 2022, registered May 5, 2022 (24 days) · Other
A••••• P•••••• I••••••••• A•••• M••••••••• I••• to A••••• A•••• M••••••••• U•• I•••
left Dec 31, 2020, registered Jan 4, 2021 (4 days) · corporate re-registration, not a move
K•• I••••••••• S••••••• L•• to A••••• P•••••• I••••••••• A•••• M••••••••• I•••
left Apr 3, 2012, registered Apr 9, 2012 (6 days) · Other
A••••••••• A•••••• S•••••••• I••• to K•• I••••••••• S••••••• L••
left Nov 7, 2006, registered Nov 6, 2006 (-1 days) · Other
U•• F•••••••• S••••••• I••• to A••••••••• A•••••• S•••••••• I•••
left Jan 12, 2005, registered Sep 27, 2006 (623 days) · Other

Signals

K•••• R•••••• Z•••••• left M••••• S•••••• for A••••••• A•••• M••••••••• I••• (registered 2023-08-16)
Aug 3, 2023 · a•••••• firm change · fact
K•••• R•••••• Z•••••• left A••••• A•••• M••••••••• U•• I••• for M••••• S•••••• (registered 2022-05-05)
Apr 11, 2022 · a•••••• firm change · fact

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: Wealth manager with institutional or fund businessderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address