Carl Zuckerberg
RZH Advisors · Stamford, Connecticut
Carl Zuckerberg is a fee-only financial advisor at RZH Advisors in Stamford, Connecticut, who holds the CFP credential. RZH Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Mid-life transitions
- Multi-generational families
- Divorced individuals
Facts
| Firm | RZH Advisors |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | Typically works with clients with $5,000,000 or more |
| Assets under management | $2.45B across 1,698 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, TX · CRD 2215130 |
| Exams passed | Series 63 (1992) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.rzhadvisors.com |
| Profile |
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Questions about Carl
Is Carl Zuckerberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and RZH Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carl charge for financial advice?
Carl's firm, RZH Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Carl charge?
According to RZH Advisors's website, checked October 30, 2026: typically works with clients with $5,000,000 or more.
Where is Carl Zuckerberg based?
Carl Zuckerberg is based in Stamford, Connecticut.
What credentials does Carl Zuckerberg hold?
Carl Zuckerberg holds the CFP credential.
Is Carl Zuckerberg registered with the SEC?
Yes. Carl Zuckerberg is registered as an investment adviser representative in CT and TX (CRD 2215130), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RZH Advisors manage?
RZH Advisors reports $2.45B across 1,698 accounts in assets under management.
How do I contact Carl Zuckerberg?
Through Carl's website, www.rzhadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- RZH Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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