Robert Zerah has been an investment adviser representative at Imperity Wealth Alliance since March 2026, and is not listed among the firm’s executive officers or direct owners.
Imperity Wealth Alliance LLC is a Melville, NY firm with $140M under management, 363 clients and 10 advisers across 2 offices, as of its July 2026 filing.
Robert Zerah’s longest registration is the current one, 3 years at Commonwealth Financial Network since 2023. Before joining Imperity Wealth Alliance in 2026, Robert Zerah was registered through Principal Securities, Inc.
- Imperity Wealth Alliance LLCCurrent– present · under a yearMelville, NY · Adviser representative · Firm CRD 339113
- Commonwealth Financial NetworkAlso current– present · 3 yearsMelville, NY · Adviser representative · Firm CRD 8032
- Principal Securities, Inc.– · 2 yearsMelville, NY · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Robert Zerah is registered as an investment adviser representative in New York, since August 2023.
- New YorkSince 29 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 16 December 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 February 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 February 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Nicholas Zerah
- CRD
- 2209431
- Firm
- Imperity Wealth Alliance · CRD 339113
- Office
- 445 Broadhollow Road, Suite 400, Melville, NY 11747
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Robert Zerah work?
Robert Zerah is an investment adviser representative registered through Imperity Wealth Alliance LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Zerah a financial advisor?
Yes. Robert Zerah has a current investment-adviser registration in New York, through Imperity Wealth Alliance since March 2026.
How many years of experience does Robert Zerah have?
Robert Zerah has 34 years in the financial industry, since May 1992, across 3 adviser firms.
What exams has Robert Zerah passed?
Robert Zerah has passed 3 licensing exams: the Series 63, Series 6 and Series 7. The earliest, the Series 63, was passed in February 1992. FINRA credited Robert Zerah with the SIE, which began in October 2018.
Where did Robert Zerah work before Imperity Wealth Alliance?
Before Imperity Wealth Alliance, Robert Zerah was registered through Principal Securities, Inc., June 2021 to September 2023.
Where is Robert Zerah based?
Robert Zerah’s registered office is in Melville, NY.
Is Robert Zerah registered with FINRA?
Yes. Robert Zerah has a current broker registration, under CRD 2209431.
Source: FINRA BrokerCheck
How can I verify Robert Zerah’s record?
Search CRD 2209431 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Zerah’s full registration record.
