John Zaro, financial advisor Darien CT

John Zaro

CRD Number: 715399
Current Firm: Bourgeon Capital Management LLC

John Zaro (CRD# 715399) is an Investment Advisor Representative working at Bourgeon Capital Management LLC in Darien, CT and has over 43 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bourgeon Capital Management Darien, CT Mar 1999 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1981
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for John A. Zaro
Phone Number: 203-280-1170
Registered State(s):
  • CA
  • CT
  • FL
By the Numbers
  • Total Assets Under Management
    783
    MILLIONS
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $2,485,397
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CT, FL, MA, MD, NJ, NY, OR, PA, WY

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