Robert Sason

Current Employers

Employment History

• 11/2018 → 09/2025
  Avantax Investment Services, Inc.
  Concord, OH
• 01/2015 → 12/2016
  Crowe Horwath Llp
  Cleveland, OH
• 12/2016 → Present
  Zappitelli Financial Services Llp
  Concord, OH
• 02/2023 → 09/2025
  Avantax Advisory Services
  Concord, OH
• 09/2019 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services.
  Concord, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Concord, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-02-21 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Concord, OH

Other Businesses

1) Zappitelli Financial Services LLP; Non investment related; 9946 Johnnycake Ridge Rd. Concord, OH, 44077, Accounting Services/Tax Preparation; Employee; 12/11/2016; 120hrs; 120hrs; I process many payrolls. I have 3-5 clients that I perform monthly bookkeeping for. I also help manage one of our tax offices during tax busy season. 2) SASON E-COMMERCE POSITION: Owner NATURE: Buying and selling goods online. I sell miscellaneous items on amazon. Mainly Chubb Crunch Cereal. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 6726 Rosemarie Ct, Concord OH 44077, United States DESCRIPTION: Purchasing, Listing Products on Amazon, Shipping out orders to customers. 3) ZAPPITELLI WEALTH ADVISOR POSITION: Investment Broker NATURE: I am an Investment Broker for our Wealth Management Team called the Zappitelli Wealth Advisors. We providebrokerage, advisory, and insurance services to our clients. I am licensed to perform the duties listed above. ? INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 12/29/2022 ADDRESS: 9946 Johnnycake Ridge Road, Concord OH 44077, United States DESCRIPTION: My job responsibilities are as follows.1. Meet with clients to discuss their investment strategies and risk tolerance.2. Help match clients investment goals with suitable investment choices.3. Process paperwork needed to complete tasks.4. Answer client questions regarding investments.5. Utilize tax planning to help clients reach their investment goals while being conscious of tax ramifications.6. Help clients meet their financial goals. 4)AGV SASON INC DBA LUCY'S LASER MEDSPA POSITION: Owner NATURE: MedSpa. Laser Skin Treatments, Botox, Injectables, Weight Loss Clinic. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2023 ADDRESS: 8806 Mentor Ave Ste G, Mentor OH 44060, United States DESCRIPTION: Silent Owner. Wife operates the business. I am 20% of S-Corp. Wife is 80% of S-Corp

Exams

• S66 Uniform Combined State Law Examination
  2023-02-14

Other Names

• Robert Sason
• Robert Nicholas Sason