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John Azar Zakar

Royal Fund Management, LLC

Matawan, NJ

Lady Lake, FL

Marlboro, NJ

CRD 2125684

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Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SUB-ADVISOR TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers
Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2015-11-04
  • NJ RA
    APPROVED
    Since 2015-11-04

Branch Locations

196 Main Street Suite 101, Matawan, NJ 07747 • United States

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Marlboro, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Fund Management, Llc The Villages FL 10/2015 Present
Previous Registrations
Other Businesses

Independent Insurance Agent selling- Medicare, Annuities, Life and LTC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-03
S63 Uniform Securities Agent State Law Examination 2006-07-07
  • S65 Uniform Investment Adviser Law Examination
    2007-05-03
  • S63 Uniform Securities Agent State Law Examination
    2006-07-07
Other Names
  • John Azar Zakar
  • John Azar Zakar

View on SEC IAPD

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