Kimberley A. Feeney Zollo
Professional summary
Kimberley A Feeney Zollo, CFP®, who also goes by Kimberley A Feeney, Kimberley A Zollo, is a registered financial advisor currently at ESSEX CAPITAL MANAGEMENT located in Lynn, Massachusetts.
Kimberley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Kimberley has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kimberley A Feeney Zollo's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
July 23, 2012 - Present
ESSEX CAPITAL MANAGEMENT
March 27, 2008 - July 17, 2012
COMMONWEALTH FINANCIAL NETWORK
January 24, 2008 - July 17, 2012
COMMONWEALTH FINANCIAL NETWORK
February 5, 1997 - February 22, 2005
STATE STREET RESEARCH INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/23/2012)
Exams
Current Firm
ESSEX CAPITAL MANAGEMENT
CRD#: 164782 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 96 |
| AUM (Assets Under Management) | $ 40,717,726 |
Red Flags
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