RZ
Robert Zajkowski
UPLEFT ASSET MANAGEMENT
PORT ANGELES, WA 98362
CRD#: 8211139
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RZ
Robert ZajkowskiUPLEFT ASSET MANAGEMENT
Professional summary
Robert Zajkowski is a registered financial advisor currently at UPLEFT ASSET MANAGEMENT located in Port Angeles, Washington.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Zajkowski'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
March 9, 2026 - Present
UPLEFT ASSET MANAGEMENT
Office #1: 228 West First Street Suite P, Port Angeles, WA 98362RIA
CRD#: 298637
PORT ANGELES, WA
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
Washington(3/9/2026)
Current Firm
UA
UPLEFT ASSET MANAGEMENT
UPLEFT ASSET MANAGEMENT | UPLEFT, LLC
CRD#: 298637 / SEC#:
Colorado
Registered Investment Advisory firm - (9/16/2022 Approved)Maine
Registered Investment Advisory firm - (1/25/2023 Approved)New York
Registered Investment Advisory firm - (5/4/2023 Approved)Washington
Registered Investment Advisory firm - (11/13/2018 Approved)Loading...
Contact information
Main Address
228 West First Street Suite P, Port Angeles, WA 98362
Mailing Address
Phone number
(360) 850-9713
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 194 |
| AUM (Assets Under Management) | $ 54,382,732 |
Red Flags
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