Robert A. Zock & Company,inc.

Robert A. Zock & Company,inc. (CRD# 110480) is a financial advisory firm headquartered in Sutton, NH. They manage $145,447,543 in 98 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
98 Birch Hill Road, Sutton, NH 03278
By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $1,484,159
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
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Robert A. Zock & Company,inc.
Showing 1 - 2 of 2 top financial advisors.
1
Maureen Zock, financial advisor Boston MA
Maureen A. Zock
CRD#: 4389083
50 Congress Street, Boston, MA 02109

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.

2
Robert Zock Jr., financial advisor Boston MA
Robert A. Zock Jr.
CRD#: 2865492
50 Congress Street, Boston, MA 02109

Robert Zock Jr. (CRD# 2865492) is an Investment Advisor Representative working at Robert A. Zock & Company,inc. in Boston, MA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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