Richard Simon Zerah
Investment adviser representative at Imperity Wealth Alliance LLC
43 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$139.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
43 years in the industry.
- Imperity Wealth Alliance LLCMar 2026 to now
- Commonwealth Financial NetworkAug 2023 to now
- Rzb Wealth Management, LLCMar 2019 to now
- Zerah & Company Cpa's P.C.Jun 1983 to now
- Principal Securities IncMar 2016 to Aug 2023
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (NY).
Imperity Wealth Alliance LLC
$139.7MAssets managed
363Clients
10Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2208946
- Firm CRD
- 339113