Donald Zolfo, financial advisor Palatine IL
94 score

Donald Zolfo

CRD Number: 1252518
Current Firm: 83rd St. Wealth Management, LLC
Compensation Model: Fee Only

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.

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Company Name Location Dates Years
83rd Street Wealth Management, LLC Palatine, IL Feb 2016 - Current < 1
Wells Fargo Advisors, LLC Chicago, IL Oct 2013 - Feb 2016 2
Member Of The Chicago Mercantile Exchange Chicago, IL Jul 1987 - Oct 2013 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Donald J. Zolfo
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $451,389
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

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BADGES
94
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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