Theodore Zamerski
Prosperity Path Advisers · Vero Beach, Florida
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.
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Specialties
Who they serve
- Multi-generational families
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 | $5.7M across 29 accounts |
| Credentials | PFS · CFA |
| SEC registration | Investment adviser representative in FL · CRD 2165099 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.prosperitypathadvisers.com |
How Theodore's firm compares
- Prosperity Path Advisers's average account is about $195,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Theodore
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.
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
- Prosperity Path Advisers 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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