Benjamin P. Zagorski

RIGHT INVESTMENT TEAM LLC

Avon, OH

Some features on this profile are disabled

CRD#: 1638304

Professional summary

Benjamin Paul Zagorski is a registered financial advisor currently at RIGHT INVESTMENT TEAM LLC located in Avon, Ohio.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Benjamin has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

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.

Accounting Team LTD.~'NIR'~39235 Camelot Way~ ~Avon~OH~44011~Tax Preparation/Accounting~Owner/Sole Proprieter~7/2007~160hrs~80hrs~Oversee daily operations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Paul Zagorski's 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

January 11, 2016 - Present

RIGHT INVESTMENT TEAM LLC

RIA

CRD#: 282193

Avon, OH

Past

August 13, 2014 - January 15, 2016

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

AVON, OH

Past

August 12, 2014 - January 15, 2016

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Avon, OH

Past

December 3, 2012 - August 15, 2014

ARCHER INVESTMENT CORPORATION

RIA

CRD#: 136403

CARMEL, IN

Past

May 23, 2012 - November 2, 2012

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

AVON, OH

Past

March 10, 1987 - December 1, 1988

PRUCO SECURITIES, LLC.

CRD#: 5685

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

Ohio
(1/11/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/26/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/22/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/9/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RIGHT INVESTMENT TEAM LLC

CRD#: 282193 / SEC#:

Ohio

Registered Investment Advisory firm - (1/4/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Avon, OH

Mailing Address

Phone number

(440) 341-6700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 7,972,131

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Benjamin P. Zagorski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Paul Zagorski's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIGHT INVESTMENT TEAM LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

ARCHER INVESTMENT CORPORATION

AVANTAX INVESTMENT SERVICES, INC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2012

SIE

Date: 1/15/2016

Series 7

Date: 5/22/2012

Series 6

Date: 3/9/1987

Current Firm

RIGHT INVESTMENT TEAM LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RIGHT INVESTMENT TEAM LLC

TRUST BUT VERIFY

Similar Advisors