Bruce Zaro, financial advisor Bolton MA
83 score

Bruce Zaro

CRD Number: 1271065
Current Firm: Bolton Global Asset Management

Bruce Zaro (CRD# 1271065) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Pento Portfolio Strategies, LLC Holmdel, NJ Sep 2011 - Current 5
Delta Global Asset Management Bolton, MA Jan 2010 - Current 6
Delta Equity Services Corporation Plymouth, MA May 2002 - Current 14
Granite Wealth Management Plymouth, MA May 2002 - Current 14
Delta Global Advisors Plymouth, MA Mar 2007 - Dec 2009 2
Delta Global Asset Management Bolton, MA Mar 2006 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Feb 1995
S66 NASAA Uniform Combined State Law Examination Mar 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Bruce A. Zaro
Phone Number: 978-779-6947
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,167
    MILLIONS
  • Total Number of Accounts
    3,220
    ACCOUNTS
  • Average Account Value
    $362,495
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

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BADGES
83

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