John
Zaro

Bourgeon Capital Management LLC

CRD#715399
Investment Advisor
in Darien, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

320 Post Road Suite 220
Darien, CT 06820

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Bourgeon Capital Management LLC Brokerage Details

Total Assets Under Management

$782,900,000

CT Average: $5,297,377,271
Total Number of Employees

6

CT Average: 35
Total Number of Accounts

315

CT Average: 690
Average Account Size

$2,485,397

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Zaro Work History

1999 - Present (25 years)

Bourgeon Capital Management

Created with Highcharts 6.0.7

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

John Mallozzi
Darien, CT
Laura Drynan
Darien, CT
John Zaro
Darien, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started