Donald
Zolfo
Sowell Management
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About this Advisor
Donald Zolfo is a financial advisor operating in New Lenox, Illinois with 3 years of industry experience. Zolfo is an employee of Sowell Management. Zolfo has gained experience at Wells Fargo Advisors, LLC, Member Of The Chicago Mercantile Exchange, 83Rd Street Wealth Management, LLC and Sowell Management. Zolfo holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Sowell Management is a registered investment business that has its headquarters in North Little Rock, AR. The firm has offices in 55 locations and a total of 122 people on staff. It handles $3 billion in total assets across its 12,450 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 18 charitable organizations. Of its 12,450 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based on which services are offered. Fees billed by Sowell Management likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sowell Management Brokerage Details
$2,809,119,381
122
12,450
$225,632
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Donald Zolfo Work History
Donald has been registered as a financial advisor for 3 years.*
Sowell Management
83Rd Street Wealth Management, LLC
Wells Fargo Advisors, LLC
Member Of The Chicago Mercantile Exchange
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Zolfo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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North Little Rock, AR
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