Scott John Zollo
Investment adviser representative at Core Alpha, Inc.
36 yearsExperience
3 statesRegistered in
CFADesignation
$146.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- Core Alpha, Inc.Jan 2000 to now
- Accu-vest Planning, Inc.Sep 1990 to now
- Mutual Funds Associates Inc.Sep 1990 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Core Alpha, Inc.
$146.1MAssets managed
321Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2172869
- Firm CRD
- 119635