Donald Zolfo (CRD# 1252518) is an Investment Advisor Representative working at 83rd Street Wealth Management, LLC in Palatine, IL and has over 2 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sowell Management | New Lenox, IL | Nov 2020 - Current | 3 |
| 83rd Street Wealth Management, LLC | Palatine, IL | Feb 2016 - Nov 2020 | 4 |
| Wells Fargo Advisors, LLC | Chicago, IL | Oct 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- IL
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Total Assets Under Management3,329MILLIONS
-
Total Number of Accounts13,257ACCOUNTS
-
Average Account Value$251,143
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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