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Steven Arthur Zabriskie

Rmdr Advisors, Inc.

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About Steven Arthur Zabriskie

Steven Zabriskie is an Investment Advisor Representative at Rmdr Advisors, Inc. Steven has been in the financial services industry since 1986. Steven has passed both the Series 6 and Series 63 exams and is registered to provide investment advice in Texas.

Firm Information

Steven Zabriskie is currently registered with Rmdr Advisors, Inc.. Rmdr Advisors, Inc. is an investment advisor registered with the SEC. The firm manages approximately $184,242,565 in assets for 555 clients, including high-net-worth individuals and individuals other than high-net-worth. Rmdr Advisors, Inc. provides portfolio management for individuals and publishes periodicals.

$184.24M

Assets Under Management

2

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Zabriskie’s Registration & Firm History

TX

03/05/2012 - Present

Rmdr Advisors, Inc. (SAN ANTONIO TX)

WI

02/18/2003 - 05/06/2004

COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)

IA

09/16/2002 - 12/31/2002

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

TX

03/23/1999 - 02/28/2002

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

TX

08/13/1986 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

IA

Issued 01/16/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/11/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/11/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Arthur Zabriskie.
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