Tricia Zanon, financial advisor Rochester NY

Tricia Zanon

CRD Number: 2392698
Current Firm: Raymond James & Associates, Inc.

Tricia Zanon (CRD# 2392698) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Rochester, NY and has over 30 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Trish Zanon - Maskcara Artist Fairport, NY Sep 2020 - Current 3
Raymond James & Associates Rochester, NY Apr 2018 - Current 5
Wells Fargo Clearing Services, LLC Pittsford, NY Nov 2016 - Apr 2018 1
Wells Fargo Advisors LLC Pittsford, NY Sep 2010 - Nov 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Apr 2001
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Tricia A. Zanon
Phone Number: 727-567-1000
Registered State(s):
  • NY
  • VA
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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