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RZ

Robert Zapantis

ZAPA INVESTING
San Mateo, CA 94402
CRD#: 8167801
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RZ
Robert ZapantisZAPA INVESTING

Professional summary

Robert Zapantis is a registered financial advisor currently at ZAPA INVESTING LLC located in San Mateo, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Robert has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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) - RIA

Click below to view Robert Zapantis'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®
None

Experience

Current

February 5, 2026 - Present

ZAPA INVESTING LLC

Office #1: 10 Mounds Rd, San Mateo, CA 94402
RIA
CRD#: 338749
San Mateo, 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
(2/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/27/2024
Uniform Investment Adviser Law Examination

Current Firm

ZI
ZAPA INVESTING LLC
ZAPA INVESTING LLC

CRD#: 338749 / SEC#:

California
Registered Investment Advisory firm - (2/5/2026 Approved)
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Contact information

Main Address
San Mateo, CA
Mailing Address
Phone number
(209) 640-6690
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

ZAPA INVESTING LLC

CRD#: 338749San Mateo, CA 94402

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