Kimberley Zollo is a CFP-designated registered investment advisor at Essex Capital Management, based in Lynn, MA, with 17 years of industry experience. Kimberley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 50 clients with $46M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Lynn, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberley is an adjunct professor at North Shore Community College, teaching math, financial management, and macroeconomics courses. This activity is not investment-related.
Employment History
Current Registrations
Essex Capital Management
Previous Registrations
Commonwealth Financial Network
State Registrations1 state
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