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Carl Jonathan Zuckerberg

RELYEA ZUCKERBERG HANSON, LLC·STAMFORD, Connecticut
Unclaimed Profile
ONE LANDMARK SQUARE, STAMFORD, CT 06901CRD# 2215130Firm CRD# 125696
01

About

Carl Jonathan Zuckerberg is a registered financial advisor based in STAMFORD, Connecticut, affiliated with RELYEA ZUCKERBERG HANSON, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RELYEA ZUCKERBERG HANSON, LLC
RZH ADVISORS LLC
AUM
$1.7B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at RELYEA ZUCKERBERG HANSON, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2215130
Firm CRD# 125696
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl Jonathan Zuckerberg offer?
Carl Jonathan Zuckerberg specializes in Financial Planning, Investment Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Carl Jonathan Zuckerberg's credentials?
Carl Jonathan Zuckerberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Jonathan Zuckerberg located?
Carl Jonathan Zuckerberg is based in STAMFORD, Connecticut, working with RELYEA ZUCKERBERG HANSON, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Carl Jonathan Zuckerberg charge for services?
Carl Jonathan Zuckerberg'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 RELYEA ZUCKERBERG HANSON, LLC?
RELYEA ZUCKERBERG HANSON, LLC has approximately 11 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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