Arrash Bruce Zare
Investment adviser representative at Chatterton & Associates
10 yearsExperience
11 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.3BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Chatterton & AssociatesJun 2022 to now
- Osaic Wealth, Inc.Jun 2022 to now
- LPL Financial LLCJul 2021 to Jun 2022
- Various Insurance Carriers for W&r Insurance AgenciesJun 2018 to Jul 2021
- Waddell & Reed, IncJun 2018 to Jul 2021
- Foresters Advisory ServicesJan 2018 to Jun 2018
- Foresters Financial ServicesApr 2016 to Jun 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 11 states (AZ, CA, CO, FL, ID, NV, OR, TX, UT, VA, WA).
Chatterton & Associates
Legal name: Chatterton & Associates, the Wealth Management Team, Inc.
$1.3BAssets managed
1,542Clients
7Advisers
22 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
- 6597940
- Firm CRD
- 132295