Robert C. Feller
Professional summary
Robert Colin Feller is a registered financial advisor currently at ZELUS WEALTH MANAGEMENT located in Sayre, Oklahoma.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Colin Feller's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 9, 2020 - Present
ZELUS WEALTH MANAGEMENT
August 16, 2019 - July 17, 2020
AVANTAX ADVISORY SERVICES
December 4, 2018 - July 17, 2020
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/9/2024)
(11/20/2020)
(8/10/2023)
(10/9/2020)
Exams
Series 7TO
Date: 3/31/2024
General Securities Representative ExaminationCurrent Firm
ZELUS WEALTH MANAGEMENT
CRD#: 311028 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 3,400,000 |
Red Flags
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