AdvisorOS Directory
Claim Profile
DZ

David Robert Zier

CONVERGENT WEALTH ADVISORS, LLC·POTOMAC, Maryland
Unclaimed Profile
12505 PARK POTOMAC AVE., POTOMAC, MD 20854CRD# 4338774Firm CRD# 143719
01

About

David Robert Zier is a registered financial advisor based in POTOMAC, Maryland, affiliated with CONVERGENT WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CONVERGENT WEALTH ADVISORS, LLC
CONVERGENT WEALTH ADVISORS, LLC
AUM
$20M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at CONVERGENT WEALTH ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Other: LIQUIDATING FUNDS, NO FEES ARE BEING COLLECTED
Regulatory
SEC/IARD CRD# 4338774
Firm CRD# 143719
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in POTOMAC?

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

Browse POTOMAC AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Robert Zier offer?
David Robert Zier specializes in Retirement Planning. Contact their office in POTOMAC, Maryland for a consultation.
What are David Robert Zier's credentials?
David Robert Zier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Robert Zier located?
David Robert Zier is based in POTOMAC, Maryland, working with CONVERGENT WEALTH ADVISORS, LLC. Their office serves clients in the POTOMAC metropolitan area and surrounding communities.
How does David Robert Zier charge for services?
David Robert Zier's firm is compensated through other: liquidating funds, no fees are being collected. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONVERGENT WEALTH ADVISORS, LLC?
CONVERGENT WEALTH ADVISORS, LLC is a registered investment adviser with the SEC, managing $20M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in POTOMAC
Douglas Lawrence Wolford — CONVERGENT WEALTH ADVISORS, LLCPierre Alexandre Kuang Hon Chao — PROTEUS CAPITAL SOLUTIONS, LLCBarry Neil Dickstein — CYPF MANAGER III, LLCMichael Joseph Bryan — BIG LEAGUE ADVANCE, LLCSarah Elizabeth Cody — CYPF MANAGER V, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile