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Tracy Aaron Zullo

ZULLO INVESTMENT GROUP, INC.·SCRANTON, Pennsylvania
Unclaimed Profile
132 ADAMS AVENUE, SCRANTON, PA 18503CRD# 4293982Firm CRD# 311698
01

About

Tracy Aaron Zullo is a registered financial advisor based in SCRANTON, Pennsylvania, affiliated with ZULLO INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ZULLO INVESTMENT GROUP, INC.
CAPITAL WEALTH INVESTMENTS
AUM
$328M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ZULLO INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4293982
Firm CRD# 311698
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tracy Aaron Zullo offer?
Tracy Aaron Zullo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCRANTON, Pennsylvania for a consultation.
What are Tracy Aaron Zullo's credentials?
Tracy Aaron Zullo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tracy Aaron Zullo located?
Tracy Aaron Zullo is based in SCRANTON, Pennsylvania, working with ZULLO INVESTMENT GROUP, INC.. Their office serves clients in the SCRANTON metropolitan area and surrounding communities.
How does Tracy Aaron Zullo charge for services?
Tracy Aaron Zullo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZULLO INVESTMENT GROUP, INC.?
ZULLO INVESTMENT GROUP, INC. has approximately 3 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SCRANTON
Christopher D Ross — ALLIANCE WEALTH ADVISORS, LLCPerry Joseph Rose — ALLIANCE WEALTH ADVISORS, LLCSandra Jean Galdieri Kosiba — ZULLO INVESTMENT GROUP, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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