Robert Zawisha, financial advisor Fountain Hills AZ

Robert Zawisha

CRD Number: 2202565
Current Firm: Glen Eagle Advisors, LLC

Robert Zawisha (CRD# 2202565) is an Investment Advisor Representative working at Glen Eagle Advisors, LLC in Fountain Hills, AZ and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Glen Eagle Advisors, LLC Princeton, NJ Sep 2016 - Current 3
Glen Eagle Wealth, LLC Princeton, NJ Sep 2016 - Current 3
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Aug 2016 < 1
Sii Investments, Inc. Livingston, NJ Apr 1999 - Aug 2016 17
Nfp Securities Livingston, NJ Jan 2008 - Apr 2016 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Robert P. Zawisha
Phone Number: 609-631-8231
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    302
    MILLIONS
  • Total Number of Accounts
    1,234
    ACCOUNTS
  • Average Account Value
    $244,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CT, DE, FL, GA, MA, MD, NC, NJ, NY, PA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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