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John Aniblo Zaro

Bourgeon Capital Management LLC

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About John Aniblo Zaro

John Aniblo Zaro is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with Bourgeon Capital Management LLC and has been with the firm since 1999. Prior to joining Bourgeon, John worked at several other firms, including Morgan Stanley & Co., Incorporated, Jefferies & Company, Inc., and Smith Barney, Harris Upham & Co., Incorporated. John specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. John is a Chartered Financial Analyst (CFA) and holds the Series 3, 5, 63, 65 and 7 licenses.

Firm Information

John Zaro is currently registered with Bourgeon Capital Management LLC. Bourgeon Capital Management LLC is an investment advisor registered with the SEC. Headquartered in Darien, Connecticut, the firm manages over $782 million in assets for individuals, families, charities, trusts, and pension plans. Bourgeon Capital's services include financial planning and portfolio management.
Bourgeon Capital Management LLC

320 POST ROAD

DARIEN, CT 06820

$782.90M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Zaro’s Registration & Firm History

CT

01/01/2025 - Present

Bourgeon Capital Management LLC (DARIEN CT)

NA

04/22/1985 - 06/06/1991

MORGAN STANLEY & CO., INCORPORATED

NA

11/23/1983 - 05/20/1985

JEFFERIES & COMPANY, INC.

NA

09/23/1980 - 11/11/1983

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

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Licenses & Designations

IA

Issued 12/04/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/1988

Series 3 - National Commodity Futures Examination

BC

Issued 10/12/1981

Series 5 - Interest Rate Options Examination

BC

Issued 09/20/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Aniblo Zaro.
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