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SZ

Steven A. Zabriskie

RMDR ADVISORS
SAN ANTONIO, TX
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CRD#: 1521626
SZ

Professional summary


Steven Arthur Zabriskie is a registered financial advisor currently at RMDR ADVISORS, INC. located in San Antonio, Texas.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Steven has worked at 6 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Steven Arthur Zabriskie's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 5, 2012 - Present

RMDR ADVISORS, INC.

RIA
CRD#: 118473
SAN ANTONIO, TX
Past

May 8, 2012 - December 31, 2015

ZABRISKIE, STEVEN

RIA
CRD#: 130505
SAN ANTONIO, TX
Past

February 18, 2003 - May 6, 2004

COORDINATED CAPITAL SECURITIES, INC.

RIA
CRD#: 14762
SAN ANTONIO, TX
Past

February 18, 2003 - May 6, 2004

COORDINATED CAPITAL SECURITIES, INC.

BD
CRD#: 14762
FORT ATKINSON, WI
Past

September 18, 2002 - December 31, 2002

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA
CRD#: 39543
SAN ANTONIO, TX
Past

September 16, 2002 - December 31, 2002

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

March 23, 1999 - February 28, 2002

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX
Past

August 13, 1986 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RMDR ADVISORS, INC.
GEARY INVESTMENT ADVISORY SERVICE, INC. | RMDR ADVISORS, INC.

CRD#: 118473 / SEC#: 801-68095

RIA
Registered Investment Advisory firm - (7/16/2007 Approved)
Texas
Registered Investment Advisory firm - (6/4/2008 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/5/2012)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/16/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


RA
RMDR ADVISORS, INC.
GEARY INVESTMENT ADVISORY SERVICE, INC. | RMDR ADVISORS, INC.

CRD#: 118473 / SEC#: 801-68095

RIA
Registered Investment Advisory firm - (7/16/2007 Approved)
Texas
Registered Investment Advisory firm - (6/4/2008 Terminated)
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Contact information


Main Address
San Antonio, TX
Mailing Address
2800 Broadway Ste. C #308, Pearland, TX 77581
Phone number
(713) 661-3183
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RMDR ADVISORS, INC. FORM ADV PART 2A (3/21/2025)

Regulatory assets under management


Total Number of Accounts526
AUM (Assets Under Management)$ 180,242,050

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


RMDR ADVISORS, INC.

CRD#: 118473San Antonio, TX

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