AdvisorOS Directory
Claim Profile
Unclaimed Profile
TZ

Tracy Aaron Zullo

ZULLO INVESTMENT GROUP, INC.·SCRANTON, Pennsylvania
Clean recordZULLO INVESTMENT GROUP, INC.
132 ADAMS AVENUE, SCRANTON, PA 18503CRD# 4293982Firm CRD# 311698

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracy Aaron Zullo · SCRANTON, PA
Registration
CRD #4293982 · ZULLO INVESTMENT GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Tracy

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

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

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
View on FINRA BrokerCheck →

Looking for a financial advisor in SCRANTON?

Browse all registered financial advisors in SCRANTON, Pennsylvania or claim this profile if it's yours.

Browse SCRANTON AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ZULLO INVESTMENT GROUP, INC.

Sandra Jean Galdieri Kosiba
SCRANTON, PA

More Advisors in SCRANTON, Pennsylvania

Christopher D Ross
ALLIANCE WEALTH ADVISORS, LLC·SCRANTON, PA
Perry Joseph Rose
ALLIANCE WEALTH ADVISORS, LLC·SCRANTON, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile