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Richard Ross Zeitz

Investment adviser representative at Bravias Financial
9 yearsExperience
5 statesRegistered in
$212MFirm assets
3 yearsFirm in business

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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

9 years in the industry.

  1. Bravias Financial, LLCApr 2008 to now
  2. Bravias Capital GroupApr 2008 to now
  3. Alphastar Capital Management, LLCAug 2014 to Dec 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 5 states (CA, FL, NJ, PA, TX).

Bravias Financial

Legal name: Bravias Capital Group, LLC

$212MAssets managed
439Clients
6Advisers
3 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
2579489
Firm CRD
289589
Advisor's SEC record (opens in a new tab)
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