Mutual Funds Associates Inc.

Broker-DealerFINRA MemberEst. 1966
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Rochester, New York
CRD number
2856
Registered since
December 6, 1966

Firm profile

FINTRX

Overview

Mutual Funds Associates Inc. is organized as a corporation and is registered with the SEC (registration recorded in 1966). The firm is reported as individually owned and is classified in the available summary as "unclassified." The record indicates the firm does not operate as a capital allocator and is not flagged as an active ESG investor. It is not designated as a multi-state adviser, not identified as a pension consultant, and is not listed as a related adviser. The snapshot does not disclose detailed descriptions of the firm's advisory activities, client base, fee structure or business lines, so there is limited public detail on the services it provides or the investor segments it targets.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Scott Zollo

    PresidentCRD 2172869

  • Bette Cardamone

    Investment RepresentativeCRD 434104

  • Terrance Collins

    Senior Vice PresidentCRD 1040632

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Rochester, NY

Monroe

Location

Rochester, NY

Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
Monroe
Address
1701 Chili Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth