Mario Zumbo is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with PRESERVE PRIVATE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PRESERVE PRIVATE WEALTH, LLC | 2024-03-13 | present | Yes |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2018-01-12 | 2023-03-02 | — |
| STRATEGIC ADVISERS LLC | 2017-01-10 | 2017-11-21 | — |
| CHARLES SCHWAB & CO., INC. | 2015-08-14 | 2017-01-05 | — |