# Theodore Zamerski

> Theodore Zamerski is a fee-only financial advisor at Prosperity Path Advisers in Vero Beach, Florida, who holds the PFS and CFA credentials. Theodore focuses on estate & legacy planning, retirement planning and tax planning. Prosperity Path Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/theodore-zamerski/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Prosperity Path Advisers
- **Based in:** Vero Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $5.7M across 29 accounts
- **Credentials:** PFS, CFA
- **Specialties:** Estate & legacy planning, Retirement planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 2165099 (https://adviserinfo.sec.gov/individual/summary/2165099)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 66 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.prosperitypathadvisers.com

## Frequently asked questions

### Is Theodore Zamerski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and Prosperity Path Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Theodore charge for financial advice?

Theodore's firm, Prosperity Path Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Theodore Zamerski based?

Theodore Zamerski is based in Vero Beach, Florida.

### What does Theodore specialize in?

Theodore's specialties include estate & legacy planning, retirement planning, tax planning and family wealth transfer. Theodore works with multi-generational families.

### What credentials does Theodore Zamerski hold?

Theodore Zamerski holds the PFS and CFA credentials.

### Is Theodore Zamerski registered with the SEC?

Yes. Theodore Zamerski is registered as an investment adviser representative in FL (CRD 2165099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prosperity Path Advisers manage?

Prosperity Path Advisers reports $5.7M across 29 accounts in assets under management.

### How do I contact Theodore Zamerski?

Through Theodore's website, www.prosperitypathadvisers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2165099): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://prosperitypathadvisers.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.