Unclaimed Profile

Randall Lee Zaharia

CLIFFORD SWAN INVESTMENT COUNSEL LLC·PASADENA, California

Clean record24 years registeredCLIFFORD SWAN INVESTMENT COUNSEL LLC

177 E. COLORADO BLVD, PASADENA, CA 91105-1965CRD# 4565341Firm CRD# 108033

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Randall Lee Zaharia · PASADENA, CA

Registration

CRD #4565341 · CLIFFORD SWAN INVESTMENT COUNSEL LLC · 24 years registered

Brand Profile

Not yet started

Career History

CLIFFORD SWAN INVESTMENT COUNSELORS

Jul 2002 – present

Registrations & Exams

Registration record

First registered · July 17, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLIFFORD SWAN INVESTMENT COUNSEL LLC

CRD 108033 · SEC 801-56675

AUM

$3.8B

Regulatory assets under management

Employees

2,531 client accounts

Services offered by CLIFFORD SWAN INVESTMENT COUNSEL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLIFFORD SWAN INVESTMENT COUNSEL LLC →

Introduction

Speak with Randall

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Randall is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PASADENA?

Browse all registered financial advisors in PASADENA, California or claim this profile if it's yours.

Browse PASADENA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Randall Lee Zaharia offer?

Randall Lee Zaharia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PASADENA, California for a consultation.

What are Randall Lee Zaharia's credentials?

Randall Lee Zaharia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randall Lee Zaharia located?

Randall Lee Zaharia is based in PASADENA, California, working with CLIFFORD SWAN INVESTMENT COUNSEL LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Randall Lee Zaharia charge for services?

Randall Lee Zaharia's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLIFFORD SWAN INVESTMENT COUNSEL LLC?

CLIFFORD SWAN INVESTMENT COUNSEL LLC has approximately 31 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →