Mario Zumbo

Employer firm

Preserve Private Wealth, LLC CRD 324362

$88.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 12/2016
  Charles Schwab
  Washington, DC
• 12/2016 → 12/2017
  Fidelity Investments
  Bethesda, MD
• 02/2023 → Present
  Preserve Private Wealth, Llc
  Kensington, MD
• 01/2018 → 02/2023
  Goldman Sachs
  Bethesda, MD
• 12/2016 → 12/2017
  Strategic Advisers, Inc.
  Bethesda, MD

Previous Registrations

• 2018-01-12 → 2023-03-02
  United Capital Financial Advisors
  Bethesda, MD
• 2017-01-10 → 2017-11-21
  Strategic Advisers Llc
  Bethesda, MD
• 2015-08-14 → 2017-01-05
  Charles Schwab & Co., Inc.
  Washington, DC

Other Businesses

1. Owner of residential real estate rental properties in Maryland. Organization's primary address is in Kensington, MD. Organization is not primarily engaged in investment-related activities. Start Date is July 8th, 2022. One hour per month. Duties include making decisions for the properties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-05
• S63 Uniform Securities Agent State Law Examination
  2013-12-07

Designations

• Certified Financial Planner

Other Names

• Mario Andrew Zumbo
• Mario Zumbo