Carl Jonathan Zuckerberg
Investment adviser representative at Rzh Advisors LLC
26 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.4BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Rzh Advisors LLCApr 2000 to now
- Relyea, Zuckerberg & Hanson, LLCMar 2000 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 3 states (CT, NC, TX).
Rzh Advisors LLC
Legal name: Relyea Zuckerberg Hanson, LLC
$2.4BAssets managed
451Clients
7Advisers
16 yearsIn 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
- 2215130
- Firm CRD
- 125696