Unclaimed Profile

Richard Ross Zeitz

BRAVIAS CAPITAL GROUP, LLC·ISELIN, New Jersey

Series 6, Series 7, Series 63, Series 65Clean record15 years registeredBRAVIAS CAPITAL GROUP, LLC

33 WOOD AVENUE SOUTH, 6TH FLOOR, ISELIN, NJ 08830CRD# 2579489Firm CRD# 289589

Profile Verification

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

Identity

Richard Ross Zeitz · ISELIN, NJ

Registration

CRD #2579489 · BRAVIAS CAPITAL GROUP, LLC · 15 years registered

Brand Profile

Not yet started

Career History

BRAVIAS FINANCIAL

Oct 2017 – present

ALPHASTAR CAPITAL MANAGEMENT, LLC

Aug 2014 – Nov 2017

Woodbridge, NJ

SUMMIT FINANCIAL GROUP INC

Apr 2011 – Sep 2012

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · April 28, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRAVIAS CAPITAL GROUP, LLC

CRD 289589 · SEC 801-128383

AUM

$170M

Regulatory assets under management

Employees

759 client accounts

Services offered by BRAVIAS CAPITAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BRAVIAS CAPITAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Ross Zeitz offer?

Richard Ross Zeitz specializes in Financial Planning, Investment Management. Contact their office in ISELIN, New Jersey for a consultation.

What are Richard Ross Zeitz's credentials?

Richard Ross Zeitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Ross Zeitz located?

Richard Ross Zeitz is based in ISELIN, New Jersey, working with BRAVIAS CAPITAL GROUP, LLC. Their office serves clients in the ISELIN metropolitan area and surrounding communities.

How does Richard Ross Zeitz charge for services?

Richard Ross Zeitz'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 BRAVIAS CAPITAL GROUP, LLC?

BRAVIAS CAPITAL GROUP, LLC has approximately 10 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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