Kenneth Zannoni, financial advisor Boston MA
91 score

Kenneth Zannoni

CRD Number: 3113495
Current Firm: Congress Wealth Management LLC

Kenneth Zannoni (CRD# 3113495) is an Investment Advisor Representative working at Congress Wealth Management LLC in Boston, MA and has over 18 years of experience in the finance industry. Kenneth Zannoni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Congress Wealth Management LLC Boston, MA Feb 2009 - Current 7
Congress Trust Company Boston, MA Mar 2008 - Feb 2009 < 1
Fidelity Brokerage Services, Inc. Boston, MA Jun 1998 - Mar 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Aug 2000
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 Kenneth R. Zannoni
By the Numbers
  • Total Assets Under Management
    1,196
    MILLIONS
  • Total Number of Accounts
    1,650
    ACCOUNTS
  • Average Account Value
    $724,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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

CA, CT, DC, FL, LA, MA, MD, ME, NH, NY, RI, VT

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BADGES
91
Verified Page
Data verified by both the advisor and the public regulatory data.

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