Robert Eric Zola
Investment adviser representative at Winthrop Wealth
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.1BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Winthrop WealthOct 2017 to now
- Winthrop Advisory Group, LLCMay 2017 to now
- LPL Financial, LLCJan 2016 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, NY).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
9 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
- 2553407
- Firm CRD
- 288178