Paul Daniel Zirakian

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 11/2021
  Raymond James & Associates
  The Villages, FL
• 11/2021 → 11/2024
  Ameriprise Financial Services, Llc
  The Villages, FL
• 11/2021 → Present
  Ancient Oak Wealth Management
  Minneola, FL
• 11/2024 → Present
  Cetera Advisors Llc
  St. Cloud, MN
• 11/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-11-12 → 2024-11-20
  Ameriprise Financial Services, Llc
  The Villages, FL
  Ocala, FL
  Ocala, FL
• 2011-10-13 → 2021-11-29
  Raymond James & Associates, Inc.
  Ocala, FL
  The Villages, FL
• 2009-06-01 → 2011-11-11
  Morgan Stanley
  Ocala, FL
  Ocala, FL
• 1993-07-31 → 2009-06-01
  Citigroup Global Markets Inc.
  Ocala, FL
  Ocala, FL

Other Businesses

1. NAME OF OTHER BUSINESS: ANCIENT OAK WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-16
• S63 Uniform Securities Agent State Law Examination
  1993-02-08

Other Names

• Paul D Zirakian