Robert
Zola
Winthrop Wealth
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About this Advisor
Robert Zola is a financial advisor based in Boston, Massachusetts, working with Winthrop Wealth. Robert has previously held positions at Winthrop Advisory Group, LLC (Dba: Winthrop Wealth) and Lpl Financial, LLC. Robert has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and New York. Currently, Robert is part of Winthrop Wealth, which operates out of Boston, Massachusetts. The firm has 14 offices and 31 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Winthrop Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Winthrop Wealth Brokerage Details
$2,208,782,902
31
3,298
$669,734
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Zola Work History
Winthrop Advisory Group, LLC (Dba: Winthrop Wealth)
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Robert Zola 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 Winthrop Wealth
Boston, MA
Bellevue, WA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Westborough, MA
Boston, MA
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.
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