MZ
Michael J. Zeblo
RIDGELINE WEALTH ADVISORS.
Raleigh, NC 27615
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CRD#: 7646198
MZ
Professional summary
Michael James Zeblo is a registered financial advisor currently at RIDGELINE WEALTH ADVISORS, LLC. located in Raleigh, North Carolina.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael 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.
1) Owner of Michael Zeblo Tax Services : Start Date: , Non-Investment Related, Duties include: CPA, Tax Return Preparation, 02/2020 to Present; 32 hr/month of time devoted and 0 hrs/month during securities trading hours. Raleigh, NC 27615
CRS (Client Relationship Summary) - RIA
Click below to view Michael James Zeblo'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
October 16, 2022 - Present
RIDGELINE WEALTH ADVISORS, LLC.
Office #1: 7500 Six Forks Rd, Suite 100, Raleigh, NC 27615RIA
CRD#: 284843
Raleigh, NC
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".
RW
RIDGELINE WEALTH ADVISORS, LLC.
PLC WEALTH MANAGEMENT, LLC | RIDGELINE WEALTH ADVISORS, LLC. | RIDGELINE WEALTH ADVISORS
CRD#: 284843 / SEC#: 801-130251
RIA
Registered Investment Advisory firm - (5/14/2024 Approved)North Carolina
Registered Investment Advisory firm - (5/29/2024 Terminated)Tennessee
Registered Investment Advisory firm - (11/22/2017 Terminated)Texas
Registered Investment Advisory firm - (5/15/2024 Terminated)Virginia
Registered Investment Advisory firm - (5/28/2024 Terminated)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
North Carolina(10/16/2022)
Current Firm
RW
RIDGELINE WEALTH ADVISORS, LLC.
PLC WEALTH MANAGEMENT, LLC | RIDGELINE WEALTH ADVISORS, LLC. | RIDGELINE WEALTH ADVISORS
CRD#: 284843 / SEC#: 801-130251
RIA
Registered Investment Advisory firm - (5/14/2024 Approved)North Carolina
Registered Investment Advisory firm - (5/29/2024 Terminated)Tennessee
Registered Investment Advisory firm - (11/22/2017 Terminated)Texas
Registered Investment Advisory firm - (5/15/2024 Terminated)Virginia
Registered Investment Advisory firm - (5/28/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7500 Six Forks Rd, Suite 100, Raleigh, NC 27615
Mailing Address
Phone number
(919) 782-0494
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 646 |
| AUM (Assets Under Management) | $ 141,672,307 |
Red Flags
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Company Information
RIDGELINE WEALTH ADVISORS, LLC.
CRD#: 284843Raleigh, NC 27615TRUST BUT VERIFY
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