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.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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 |
- TX
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Total Assets Under Management239MILLIONS
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Total Number of Accounts428ACCOUNTS
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Average Account Value$559,508
- A percentage of assets under your management
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- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, TX
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