Mutual Funds Associates Inc.
Firm details
- Headquarters
- Rochester, New York
- CRD number
- 2856
- Registered since
- December 6, 1966
- Website
- www.corealpha.com
Firm profile
FINTRXOverview
Mutual Funds Associates Inc. is organized as a corporation and has been registered with the SEC since 1966. The firm is privately owned by an individual and is categorized as "Unclassified" in the source dataset. According to the available records, it does not act as a capital allocator, is not active on ESG investing, and is not registered as a multi-state adviser. The firm is also not listed as a newly formed adviser, a pension consultant, or a related adviser. The dataset provides very limited detail about the firm’s business model. There are no disclosed descriptions of its advisory activities, client segments, fee schedules, or specific investment programs in the FINTRX entry.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9Scott Zollo
PresidentCRD 2172869
Bette Cardamone
Investment RepresentativeCRD 434104
Terrance Collins
Senior Vice PresidentCRD 1040632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rochester, NY
Monroe
Location
Rochester, NY
Headquartered in Rochester, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 1701 Chili Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Brighton Securities Corp.
Broker-DealerRochester, NY
Paychex Securities Corporation
Broker-DealerRochester, NY
Lifemark Securities Corp.
Broker-DealerRochester, NY
ESL Investment Services, LLC
Broker-DealerRochester, NY
Sage, Rutty & Co, Inc.
Broker-DealerRochester, NY
Ashton Thomas Securities, LLC
Broker-DealerRochester, NY