John
Zaro
Bourgeon Capital Management LLC
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About this Advisor
John Zaro is a financial advisor based in Darien, Connecticut, working with Bourgeon Capital Management LLC. John has previously held a position at Bourgeon Capital Management. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Connecticut, and Florida. Currently, John is part of Bourgeon Capital Management LLC, which operates out of Darien, Connecticut. The firm has 6 employees and manages assets totaling $782.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bourgeon Capital Management LLC includes asset-based and fixed fees.
Certifications and Registrations
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Bourgeon Capital Management LLC Brokerage Details
$782,900,000
6
315
$2,485,397
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Zaro Work History
Bourgeon Capital Management
Disclosures
Please visit the SEC profile of John Zaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bourgeon Capital Management LLC
Darien, CT
Darien, CT
Darien, CT
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