Scott Zollo
Advisor at Core Alpha, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Core Alpha, Inc.
Location
Rochester, NY 14624
Credentials
CFA®, Series 63
Industry experience
34 years
About
Scott Zollo is a CFA® charterholder with 34 years of industry experience. He has been with Core Alpha, Inc. since 2000 and has longstanding affiliations with Mutual Funds Associates Inc. and Accu-Vest Planning, Inc. since 1991. Zollo is also associated with the Rochester Institute of Technology. Core Alpha, Inc. provides investment advisory and financial planning services to individuals, trusts, and small businesses, primarily serving retail investors with program minimums as low as $2,000. The firm employs dynamic tactical asset allocation across multiple labeled strategies and utilizes a broad range of investment instruments and outsourced platforms.
Client services
Based on Core Alpha, Inc.
Financial planning
Portfolio management
Selection of other advisers
Estate planning
Expertise
Based on Core Alpha, Inc.
Active portfolio management
Passive / index investing
Real estate investing
Fee options
Estate planning fees: Trust-Based Plan $1,325; Deed Transfer Service $550 per property (NY only); Business Assignments $100 per business; Will-Based Plan $925; Attorney Review option approx. $500 (Core Alpha does not receive compensation for optional services).
$0 - $399,999: 1.00% $400,000 - $699,999: 0.75% $700,000+: 0.50%
Account minimum: $25,000
Location
1701 Chili Avenue
Rochester, NY 14624
Most active in
Scott Z has reported serving >5 clients in these states in the last 12 months.
Florida · New York · Texas
Work history
Core Alpha, Inc.
2000 - Present (26 years)
Core Alpha
2000 - Present (26 years)
Mutual Funds Associates Inc.
1991 - Present (35 years)
Accu-Vest Planning, Inc.
1991 - Present (35 years)
Rochester Inst. Of Teck.
1990 - Present (36 years)
Mutual Funds Associates
1990 - Present (36 years)
Accu-vest Planning, Inc.
1990 - Present (36 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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