Zoe Bollinger

BOLLINGER CAPITAL MANAGEMENT

Redondo Beach, CA 90278

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CRD#: 7062043

Professional summary

Zoe Bollinger, CFP® is a registered financial advisor currently at BOLLINGER CAPITAL MANAGEMENT, INC. located in Redondo Beach, California.

Zoe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Zoe has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zoe Bollinger's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 16, 2019 - Present

BOLLINGER CAPITAL MANAGEMENT, INC.

Office #1: 1200 Aviation Blvd. Suite 201, Redondo Beach, CA 90278

RIA

CRD#: 134458

Redondo Beach, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/16/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/3/2019

Uniform Investment Adviser Law Examination

Current Firm

BOLLINGER CAPITAL MANAGEMENT, INC.

BOLLINGER CAPITAL MANAGEMENT, INC. | BOLLINGER CAPITAL MANGEMENT, INC.

CRD#: 134458 / SEC#:

California

Registered Investment Advisory firm - (10/14/1988 Approved)

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Contact information

Main Address

1200 Aviation Blvd. Suite 201, Redondo Beach, CA 90278

Mailing Address

P.o. Box 3358, Manhattan Beach, CA 90266

Phone number

(310) 798-8855

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 35,827,155

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Zoe Bollinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zoe Bollinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOLLINGER CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/2019

Current Firm

BOLLINGER CAPITAL MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOLLINGER CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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