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Zachary Dillon Debottis

Zachary D. Debottis

ROCKBRIDGE INVESTMENT MANAGEMENT
Syracuse, NY 13202
Some features on this profile are disabled
CRD#: 7371344
Zachary Dillon Debottis

Professional summary

Zachary Dillon Debottis, CFP®, who also goes by Zach Debottis, is a registered financial advisor currently at ROCKBRIDGE INVESTMENT MANAGEMENT, LLC located in Syracuse, New York.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Zachary has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Zach Debottis

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) - RIA

Click below to view Zachary Dillon Debottis'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

May 7, 2021 - Present

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

Office #1: 220 South Warren Street 9th Floor, Syracuse, NY 13202
RIA
CRD#: 115754
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".
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
AGRI-INVEST, INC. | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | AQRI- INVEST, LLC | AQRI- INVEST | AGRI-INVEST, LLC

CRD#: 115754 / SEC#: 801-60639

RIA
Registered Investment Advisory firm - (10/18/2001 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
New York
(5/7/2021)

Exams

Current Firm

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
AGRI-INVEST, INC. | ROCKBRIDGE INVESTMENT MANAGEMENT, LLC | AQRI- INVEST, LLC | AQRI- INVEST | AGRI-INVEST, LLC

CRD#: 115754 / SEC#: 801-60639

RIA
Registered Investment Advisory firm - (10/18/2001 Approved)
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Contact information

Main Address
220 South Warren Street 9th Floor, Syracuse, NY 13202
Mailing Address
Phone number
(315) 671-0588
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ROCKBRIDGE PART 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts4,108
AUM (Assets Under Management)$ 1,660,732,364

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

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

ROCKBRIDGE INVESTMENT MANAGEMENT, LLC

CRD#: 115754Syracuse, NY 13202

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