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 has been registered with the SEC since 1966. The firm is privately owned by an individual and is categorized as "Unclassified" in the source dataset. According to the available records, it does not act as a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser. The firm is also not listed as a newly formed adviser, a pension consultant, or a related adviser. The dataset provides very limited detail about the firm’s business model. There are no disclosed descriptions of its advisory activities, client segments, fee schedules, or specific investment programs in the FINTRX entry.

Assets & Accounts

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