Robert Anthony Zappitelli

Current Employers

Employment History

• 06/1987 → 09/2025
  Avantax Investment Services, Inc.
  Concord, OH
• 08/1985 → Present
  Zappitelli Financial Services
  Concord Twp, OH
• 06/2017 → 09/2025
  Avantax Advisory Services
  Concord, OH
• 01/2019 → Present
  Valcon Inc.
  Concord, OH
• 08/2018 → Present
  Mfrjz Inc.
  Concord, OH
• 08/2018 → Present
  Zapp E-Commerce Stores Inc.
  Concord, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Concord, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-06-13 → 2025-09-05
  Avantax Advisory Services
  Concord, OH

Other Businesses

1) Robert and John LLC~9946 Johnnycake Ridge Road~Concord~OH~44077~Automobile Sales/Service~Partner/General Partner~6/1/2009~10hrs~0hrs~Car Washes. Commercial Rental Property. 2) Harvey Alumni Association~200 W. Walnut Ave~Painesville~OH~44077~Club/Association Director/Officer~Member of the Board of Directors~1/1/2014~2hrs~0hrs~Attend Board Meetings. 3) Harvey Endowment Fund~200 W. Walnut Ave~Painesville~OH~44077~Club/Association Director/Officer~Member of the Board of Directors~1/1/2014~2hrs~0hrs~Attend Board Meetings.3 4) Lake Erie College~391 W Washington St.~Painesville~OH~44077~Education~Member of the Board of Directors~1/1/2014~2hrs~0hrs~Attend Board Meetings. 5) Zappitelli Enterprises Inc.~9946 Johnnycake Ridge Road~Concord~OH~44077~Real Estate~Partner/General Partner~6/1/2008~12hrs~0hrs~Car Washes, Commercial Rental Property 6) North Coast Fund~9946 Johnnycake~Concord~OH~44077~Other~Partner/General Partner~1/1/1979~30hrs~0hrs~gas store, watch cash register. Car Wash. Rental Property. 7) Zappitelli Financial Services~9946 Johnnycake~Concord~OH~44077~Tax Preparation/Accounting~Tax Preparation/Accounting~1/1/1988~160hrs~150hrs~Tax Prep, Payroll, Accounting, Bookkeeping. 8) Valcon Inc.~9946 Johnnycake Ridge Rd~Concord~OH~44077~Other~Owner~1/1/2019~0hrs~0hrs~I am just a silent investor. My brother performs the day to day operations. 9) MFRJZ Inc.~9946 Johnnycake Ridge Rd~Concord~OH~44077~Other~Owner~8/1/2018~0hrs~0hrs~E-Commerce. Sale of Baby Clothing & Products. 10) Zapp E-Commerce Stores Inc.~9946 Johnnycake Ridge Rd~Concord~OH~44077~Other~Owner~8/1/2018~0hrs~0hrs~E-Commerce- Sale of pet products online. 11) ZAPPITELLI ANIMAL CARE POSITION: SILENT PARTNER NATURE: VETERINARY CLINIC AND ANIMAL GROOMING CENTER INVESTMENT RELATED: No; 1; 0; 10/01/2022; 9946 Johnnycake Ridge Road, Concord OH 44077; NO RESPONSIBILITIES IN THIS BUSINESS. JUST A SILENT OWNER WITH MY BROTHER. 12) ZAPPITELLI ENTERPRISES INC. POSITION: Partner/General Partner NATURE: Real Estate INVESTMENT RELATED: Yes; 12; 0; 06/01/2008; 9946 Johnnycake Ridge Road, Concord OH 44077; Car Washes, Commercial Rental Property, Car Repair/Car Care. 13) ZAPPITELLI ANIMAL CARE; POSITION: SILENT PARTNER NATURE: VETERINARY CLINIC AND ANIMAL GROOMING CENTER INVESTMENT RELATED: No; 1; 0; 10/01/2022; 9946 Johnnycake Ridge Road, Concord OH 44077; NO RESPONSIBILITIES IN THIS BUSINESS. JUST A SILENT OWNER WITH MY BROTHER. 14) ZAPPITELLI WEALTH ADVISORS POSITION: DIRECTOR OF WEALTH , CFP, E.A NATURE: I am the Director of Wealth Management for our Wealth Management Team called Zappitelli Wealth Advisors. We provide brokerage, advisory and insurance services to our clients. I'm licensed to performall of the following duties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 12/28/2022 ADDRESS: 9946 Johnnycake Ridge Road, Concord OH 44077, United States DESCRIPTION: 1) Meet with clients to discuss their investment strategies and risk tolerance.2) Help clients with their investment goals with suitable investment choices.3) Process paperwork needed to complete tasks.4) Answer client questions regarding investments5) Help clients reach their tax goals while being conscious of their tax situation.6) Help clients reach their financial goals.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-06-07

Designations