Donald R. Zoch
Professional summary
Donald Raymond Zoch is a registered financial advisor currently at CAPITAL ALLOCATION MANAGEMENT, INC located in Totowa, New Jersey.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Donald has worked at 5 firms and has passed the Series 63, Series 7, Series 53 and Series 24 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donald Raymond Zoch's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 1, 2015 - Present
CAPITAL ALLOCATION MANAGEMENT, INC
Office #1: 40 Vreeland Avenue Suite 107, Totowa, NJ 07512December 20, 1991 - December 31, 1992
SECURITIES AMERICA, INC.
July 3, 1986 - January 8, 1992
ZOCH & ZOCH FINANCIAL GROUP, INC.
July 8, 1983 - July 28, 1986
FSC SECURITIES CORPORATION
March 21, 1982 - November 2, 1982
INDEPENDENT FINANCIAL PLANNERS CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/1/2015)
Exams
Current Firm
CAPITAL ALLOCATION MANAGEMENT, INC
CRD#: 129216 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 93,427,000 |
Red Flags
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