William T. Zaika
FARTHER
East Syracuse, NY 13057
Some features on this profile are disabled
CRD#: 4448669
Professional summary
William T. Zaika, CFP®, who also goes by William Zaika, is a registered financial advisor currently at FARTHER located in East Syracuse, New York.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Zaika
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. Name of other business: Diversified Wealth Strategies, LLC; Is business Investment related: No; Address of other business: 5760 Commons Park Drive, East Syracuse, NY 13057; Nature of other business: DBA and Expense Sharing Entity; Your position: Member; Start date of relationship: 2008; Approx. # of hours /month devote to other business: 1; Number of hours devoted to other business during securities trading hours: 1; Briefly describe duties: Office management. 2. Name of other business: DKKZ, LLC; Is business Investment related: No; Address of other business: 5760 Commons Park Drive, East Syracuse, NY 13057; Nature of other business: Real Estate Ownership; Your position: Member; Start date of relationship: 2008; Approx. # of hours /month devote to other business: 2; Number of hours devoted to other business during securities trading hours: 2; Briefly describe duties: Property Management. 3. Name of other business: WTZ Wealth Management, Inc.; Is business Investment related: Yes; Address of other business: 5760 Commons Park Drive, East Syracuse, NY 13057; Nature of other business: Investment Management and Financial Planning; Your position: President; Start date of relationship: 2015; Approx. # of hours /month devote to other business: 150; Number of hours devoted to other business during securities trading hours: 130; Briefly describe duties: Investment Management and Financial Planning.
CRS (Client Relationship Summary) - RIA
Click below to view William T. Zaika'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®
CFP®
Start date: 2006
Experience
Current
September 2, 2025 - Present
FARTHER
Office #1: 5760 Commons Park Dr, East Syracuse, NY 13057RIA
CRD#: 302050
East Syracuse, NY
Past
June 29, 2021 - September 3, 2025
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
EAST SYRACUSE, NY
Past
November 25, 2008 - September 3, 2025
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
EAST SYRACUSE, NY
Past
October 24, 2001 - December 9, 2008
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
EAST SYRACUSE, NY
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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 Approved)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(10/16/2025)
IAR
New York(9/2/2025)
IAR
Texas(9/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC
CRD#: 302050 / SEC#: 801-116721
RIA
Registered Investment Advisory firm - (7/19/2019 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
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
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
FARTHER
CRD#: 302050East Syracuse, NY 13057TRUST BUT VERIFY
Monitor William Zaika
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
