RZ
Roland W. Zee
ZRCOR
Monterey, CA
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CRD#: 5558957
RZ
Professional summary
Roland Wilson Zee is a registered financial advisor currently at ZRCOR INC. located in Monterey, California.
Roland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Roland has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Roland Wilson Zee'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®
NoneExperience
Current
August 20, 2008 - Present
ZRCOR INC.
RIA
CRD#: 147705
Monterey, CA
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
California(8/20/2008)
Current Firm
ZI
ZRCOR INC.
ZEE, ROLAND | ZRCOR INC. | ZEE, ROLAND WILSON
CRD#: 147705 / SEC#:
California
Registered Investment Advisory firm - (8/20/2008 Approved)PREMIUM
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Contact information
Main Address
Monterey, CA
Mailing Address
1 Surf Way #117, Monterey, CA 93940
Phone number
(916) 768-5705
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 31 |
| AUM (Assets Under Management) | $ 10,646,091 |
Red Flags
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