Unclaimed Profile

Robert Anthony Zock

ZOCK ROBERT A & CO INC·SUTTON, New Hampshire

Series 65Clean record29 years registeredZOCK ROBERT A & CO INC

98 BIRCH HILL ROAD, SUTTON, NH 03278CRD# 2855523Firm CRD# 110480

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Anthony Zock · SUTTON, NH

Registration

CRD #2855523 · ZOCK ROBERT A & CO INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZOCK ROBERT A & CO INC

ROBERT A. ZOCK & CO.,INC.

Jul 1997 – Mar 2024

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 3, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZOCK ROBERT A & CO INC

CRD 110480 · SEC 801-11929

AUM

$145M

Regulatory assets under management

Employees

98 client accounts

Services offered by ZOCK ROBERT A & CO INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ZOCK ROBERT A & CO INC →

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SUTTON?

Browse all registered financial advisors in SUTTON, New Hampshire or claim this profile if it's yours.

Browse SUTTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Anthony Zock offer?

Robert Anthony Zock specializes in Investment Management.

What are Robert Anthony Zock's credentials?

Robert Anthony Zock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Anthony Zock located?

Robert Anthony Zock is based in SUTTON, New Hampshire, last registered with ZOCK ROBERT A & CO INC.

How does Robert Anthony Zock charge for services?

Robert Anthony Zock's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZOCK ROBERT A & CO INC?

ZOCK ROBERT A & CO INC has approximately 1 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →

Other Advisors at ZOCK ROBERT A & CO INC

Maureen Ann Zock

SUTTON, NH

Robert Anthony Zock Jr.

SUTTON, NH

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in New Hampshire

PORTSMOUTH (75)BEDFORD (26)CONCORD (22)MANCHESTER (12)HANOVER (10)EXETER (7)NEW LONDON (7)WOLFEBORO (7)KEENE (5)LEBANON (5)

City Guides

PORTSMOUTH Guide BEDFORD Guide CONCORD Guide MANCHESTER Guide HANOVER Guide

Research

Advisor Fees in New Hampshire National Fee Analysis

Request removal of this profile