Douglas Zullo, financial advisor Austin TX

Douglas Zullo

CRD Number: 4537237
Current Firm: Ironbridge Private Wealth, LLC

Douglas Zullo (CRD# 4537237) is an Investment Advisor Representative working at Ironbridge Private Wealth, LLC in Austin, TX and has over 21 years of experience in the finance industry. Douglas Zullo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Ironbridge Private Wealth, LLC Austin, TX Jan 2019 - Current 5
Zullo Financial Strategies Columbus, OH Aug 2015 - Current 8
Axa Advisors, LLC New York, NY Jul 2017 - Jan 2019 1
Voya Financial Advisors Columbus, OH Sep 2014 - Jul 2017 2
Insurance Designers Of Texas Austin, TX Sep 2012 - Jul 2015 2
Elite Insurance Agency, Inc. Austin, TX Sep 2012 - Jul 2015 2
Insurance Designers Of Central Texas, LLC Austin, TX Jan 2005 - Jul 2015 10
Ing Financial Partners, Inc. Austin, TX Jan 2004 - Aug 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Douglas M. Zullo
Phone Number: 512-327-8901
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    239
    MILLIONS
  • Total Number of Accounts
    428
    ACCOUNTS
  • Average Account Value
    $559,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

LA, TX

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