Benjamin
Zaharias

Gradient Securities, LLC

CRD#4609899
Investment Advisor
in Ocala, FL

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About this Advisor

Benjamin Zaharias is a financial advisor based in Ocala, Florida, working with Gradient Securities, LLC. Benjamin has previously held positions at Gradient Securities, LLC, Gradient Advisors, LLC, Drz Properties, LLC, 18Th Circle Properties, LLC, and Central Florida Wealth Management, Inc. Benjamin has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Benjamin is part of Gradient Securities, LLC, which operates out of Ocala, Florida. The firm has 38 offices and 62 employees. The firm manages assets totaling $475.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Gradient Securities, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1740 Se 18Th Street Suite 1301
Ocala, FL 34471

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Gradient Securities, LLC Brokerage Details

Total Assets Under Management

$475,170,843

FL Average: $5,289,111,388
Total Number of Employees

62

FL Average: 157
Total Number of Accounts

6,625

FL Average: 8,262
Average Account Size

$71,724

FL Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Benjamin Zaharias Work History

2023 - Present (1 year)

Drz Properties, LLC

2012 - Present (12 years)

Gradient Securities, LLC

2009 - Present (15 years)

18Th Cirle Properties, LLC

2005 - Present (19 years)

Central Florida Wealth Management, Inc

2012 - 2015 (3 years)

Gradient Advisors, LLC

Disclosures

Please visit the SEC profile of Benjamin Zaharias to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gradient Wealth Management

Lindsay Tran
Saint Paul, MN
Roger Tennyson
Saint Paul, MN
Christina Kruize
Saint Paul, MN
Jamie Jochum
Saint Paul, MN
Michael Potter
Saint Paul, MN
Erik Pace
Anoka, MN
Peter Acquaro
Houston, TX
George Yankoupe
Saint Paul, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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