Zachary Bond-Stefo (CRD# 7141122) is an Investment Advisor Representative working at Rockefeller Capital Management in Ponte Vedra, FL and has over 4 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rockefeller Financial LLC | Ponte Vedra, FL | Aug 2022 - Current | 1 |
| Rockefeller Financial LLC | Denver, CO | Feb 2022 - Aug 2022 | < 1 |
| Bank Of America, N.a. | Denver, CO | Aug 2019 - Feb 2022 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Denver, CO | Jun 2019 - Feb 2022 | 2 |
| Florida Atlantic University | Boca Raton, FL | Aug 2017 - Aug 2019 | 2 |
| Adams Bank And Trust | Longmont, CO | Feb 2019 - May 2019 | < 1 |
| Central Michigan University | Mt Pleasant, MI | Jun 2018 - Dec 2018 | < 1 |
| Colorado State Universitry | Fort Collins, CO | Jan 2018 - Jun 2018 | < 1 |
| Colorado State University | Fort Collins, CO | May 2014 - Aug 2017 | 3 |
| Pomona High School | Arvada, CO | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- CO
- FL
- TX
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Total Assets Under Management51,821MILLIONS
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Total Number of Accounts61,461ACCOUNTS
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Average Account Value$843,153
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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