# Mario Zumbo

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PRESERVE PRIVATE WEALTH, LLC](https://search.stillhousedata.com/firm/324362) | 2024-03-13 | present | Yes |
| [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | 2018-01-12 | 2023-03-02 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2017-01-10 | 2017-11-21 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2015-08-14 | 2017-01-05 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5529270)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5529270.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.