Zachary Joseph Zarda
Investment adviser representative at Caliber Wealth Management, LLC
8 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.8BFirm 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
- Pension consulting
Experience
8 years in the industry.
- Caliber Wealth Management, LLCOct 2023 to now
- Raymond James Financial Services Advisors, Inc.Oct 2023 to Oct 2024
- Raymond James Financial Services, Inc.Oct 2023 to Oct 2024
- UBS Financial Services IncDec 2018 to Oct 2023
- UnemployedSep 2018 to Nov 2018
- Qsi Facilities, Inc.Sep 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Caliber Wealth Management, LLC
$1.8BAssets managed
1,668Clients
14Advisers
2 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
- 7049292
- Firm CRD
- 331165