Theodore J. Zamerski

PROSPERITY PATH ADVISERS

Vero Beach, FL 32960

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CRD#: 2165099

Professional summary

Theodore Joseph Zamerski III, who also goes by Ted Zamerski, Theodore Joseph Zamerski, is a registered financial advisor currently at PROSPERITY PATH ADVISERS, LLC located in Vero Beach, Florida.

Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Theodore has worked at 6 firms and has passed the Series 66, Series 7 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ted Zamerski | Theodore Joseph Zamerski

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.

1. NON-INVESTMENT RELATED; VERO BEACH, FL; TAX PLANNING; CPA; 7/23/2003; APPROX. 20% -- MOST OF WHICH IS BETWEEN FEB - APR WITH SOME RESIDUAL AND DURING THOSE MONTHS A FAIR AMOUNT IS SPENT DURING NIGHT/WEEKENDS AND MUCH LESS OVER REMAINDER OF THE MONTHS; PROVIDE TAX PLANNING SERVICES/PREPARATION FOR CLIENTS. 2. TSP Family Office; Non Investment-Related; Vero Beach, FL; Consulting; Director & Member of Family Office Services; 1/2019; spends 25% of time; spends 25% of time during securities trading hours; Duties are client meetings to discuss clients' current investments, financial planning, directing policy and leading/overseeing a team.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Joseph Zamerski III'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

August 31, 2022 - Present

PROSPERITY PATH ADVISERS, LLC

Office #1: 2150 15th Avenue, Vero Beach, FL 32960

RIA

CRD#: 319614

Vero Beach, FL

Past

June 11, 2020 - September 22, 2020

GREEN VISTA ASSET MANAGEMENT LLC

RIA

CRD#: 296855

VERO BEACH, FL

Past

April 22, 2013 - January 11, 2019

TREASURE COAST FINANCIAL PLANNING, INC.

RIA

CRD#: 166684

VERO BEACH, FL

Past

July 8, 2004 - May 8, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

VERO BEACH, FL

Past

July 7, 2004 - May 8, 2013

LPL FINANCIAL LLC

CRD#: 6413

VERO BEACH, FL

Past

August 16, 2002 - June 30, 2003

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

VERO BEACH, FL

Past

June 19, 2002 - June 30, 2003

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

April 5, 1999 - June 19, 2002

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

BALTIMORE, MD

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

Florida
(8/31/2022)

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: 8/14/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/25/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 3/24/1999

Financial and Operations Principal Examination

Current Firm

PROSPERITY PATH ADVISERS, LLC

PROSPERITY PATH ADVISERS, LLC | TSP FINANCIAL, LLC

CRD#: 319614 / SEC#: 801-126462

RIA

Registered Investment Advisory firm - (7/26/2023 Terminated)

Florida

Registered Investment Advisory firm - (5/15/2023 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Vero Beach, FL

Mailing Address

1541 Us Highway 1 Suite 10, Vero Beach, FL 32960

Phone number

(772) 400-6880

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 4,832,230

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.

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Theodore J. Zamerski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodore Joseph Zamerski III's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERITY PATH ADVISERS, LLC

GREEN VISTA ASSET MANAGEMENT LLC

TREASURE COAST FINANCIAL PLANNING, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2002

Series 7

Date: 7/25/2002

Series 27

Date: 3/24/1999

Current Firm

PROSPERITY PATH ADVISERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROSPERITY PATH ADVISERS, LLC

TRUST BUT VERIFY

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