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FIRM PROFILE
Overview
MUTUAL FUNDS ASSOCIATES INC. is located at 1701 Chili Ave, Rochester, NY 14624 and was first established at Woodbridge, New York in 10/06/1966. After operating for 60 years, MUTUAL FUNDS ASSOCIATES INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MUTUAL FUNDS ASSOCIATES INC.’s clients are individuals and 0% of their clients are high net worth individuals. MUTUAL FUNDS ASSOCIATES INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MUTUAL FUNDS ASSOCIATES INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MUTUAL FUNDS ASSOCIATES INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MUTUAL FUNDS ASSOCIATES INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
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Understanding the Statistics for MUTUAL FUNDS ASSOCIATES INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1701 Chili Ave, Rochester, NY 14624
1701 Chili Ave, Rochester, NY 14624
Small
(585) 235-3600
New York since 10/06/1966
Corporation
October
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| ZOLLO, RAYMOND JOHN | MAJORITY SHAREHOLDER | ||
| ZOLLO, SCOTT JOHN | PRESIDENT, CHIEF COMPLIANCE OFFICER |
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Advisor's working at MUTUAL FUNDS ASSOCIATES INC.
Scott John Zollo
Sean Patrick Collins
Robert David Brown Jr.
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