Mutual Funds Associates Inc.

Broker-DealerFINRA Member
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 with individual ownership. The firm is categorized as unclassified in the dataset and does not identify as a capital allocator. The profile indicates the firm does not position itself as an active ESG investor. Other descriptors in the record note the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. Information about client segments, fee schedules, and specific advisory services was not provided in the source dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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