Relyea Zuckerberg Hanson, Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.4B
- Clients
- 451
- Avg AUM / client
- $5.4M
- Accounts
- 1,698
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 145 | $109M | 4.47% |
| High net worth individuals | 306 | $2.3B | 95.5% |
| Corporations and other businesses | Fewer than 5 clients | $1.7M | 0.07% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carl Jonathan Zuckerberg | Principal /Chief Investment Strategist | CFP | Mar 2000 (26y) | 75% or more |
| Spencer Morris Cooper | Chief Wealth Strategist/Principal | CFP | Aug 2012 (14y) | 10% – 25% |
| Lauren Ann Rowland | Principal | CFP | Jan 2021 (6y) | Less than 5% |
| Jean Paul Atallah | Chief Compliance Officer/Chief Operating Officer | Jun 2022 (4y) | Less than 5% | |
| Brendan Lauder Mcewan | Registered representative | CFP | Mar 2022 (4y) | |
| Ivy Monique Alexander | Registered representative | Jul 2024 (2y) | ||
| Austin Lee Doebler | Registered representative | CFA | Oct 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/01/2026 | 964 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $2.4B (97% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 01, 2026.
View current Form ADV (SEC/IAPD) ↗