Louis R. Tzamalas

VIRTUAL TAX PLANNERS

WYOMING, PA

CRD#: 6569633

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Professional summary

Louis Robert Tzamalas, CFP® is a registered financial advisor currently at VIRTUAL TAX PLANNERS located in Wyoming, Pennsylvania.

Louis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Louis has worked at 2 firms 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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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^®

Certified Financial Planner

Experience

Current

June 16, 2026 - Present

VIRTUAL TAX PLANNERS

CRD#: 323082

WYOMING, PA

Past

August 7, 2023 - December 31, 2025

VIRTUAL TAX PLANNERS

RIA

CRD#: 323082

WYOMING, PA

Past

October 4, 2019 - December 31, 2020

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

PRINCETON, NJ

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

Pennsylvania
(6/16/2026)

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 65

Date: 4/20/2019

Uniform Investment Adviser Law Examination

Current Firm

VIRTUAL TAX PLANNERS

VIRTUAL TAX PLANNERS | VIRTUAL TAX PLANNERS LLC

CRD#: 323082 / SEC#:

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Contact information

Main Address

Wyoming, PA

Mailing Address

Phone number

(570) 704-7731

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 406,905

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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Louis R. Tzamalas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VIRTUAL TAX PLANNERS

VIRTUAL TAX PLANNERS

MERCER GLOBAL ADVISORS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/20/2019

Current Firm

VIRTUAL TAX PLANNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VIRTUAL TAX PLANNERS

TRUST BUT VERIFY

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