Robert A. Zock & Company,inc.

Robert A. Zock & Company,inc. (CRD# 110480) is a financial advisory firm headquartered in Sutton, NH. They manage $91,353,387 in 109 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $838,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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.

MA, NH

Financial Advisors at Robert A. Zock & Company,inc.
Showing 1 - 3 of 3 top financial advisors.
1
Robert A. Zock
CRD#: 2855523
50 Congress Street, Boston, MA 02109
93
Wealthminder
score

Robert Zock (CRD# 2855523) is an Investment Advisor Representative working at Robert A. Zock & Company,inc. in Boston, MA and has over 19 years of experience in the finance industry.

2
Robert A. Zock Jr.
CRD#: 2865492
50 Congress Street, Boston, MA 02109
93
Wealthminder
score

Robert Zock Jr. (CRD# 2865492) is an Investment Advisor Representative working at Robert A. Zock & Company,inc. in Boston, MA and has over 19 years of experience in the finance industry.

3
Maureen A. Zock
CRD#: 4389083
50 Congress Street, Boston, MA 02109
87
Wealthminder
score

Maureen Zock (CRD# 4389083) is an Investment Advisor Representative working at Robert A. Zock & Company,inc. in Boston, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.