Nicolino Zullo (CRD# 4311789) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Andover, MA and has over 20 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Bank N.a. | Andover, MA | Oct 2022 - Current | 1 |
| Td Private Client Wealth LLC | Andover, MA | Oct 2022 - Current | 1 |
| City National Bank | Boston, MA | Mar 2019 - Oct 2022 | 3 |
| Rbc Capital Markets, LLC | Boston, MA | Mar 2019 - Oct 2022 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | Oct 2009 - Mar 2019 | 9 |
| Bank Of America, N.a. | Boston, MA | Oct 2004 - Mar 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- CA
- CT
- FL
- MA
- NH
- SC
- VT
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Total Assets Under Management12,265MILLIONS
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Total Number of Accounts16,422ACCOUNTS
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Average Account Value$746,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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