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Thomas Edward Zanellato

Icapital Markets LLC

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About Thomas Edward Zanellato

Thomas Edward Zanellato is a financial professional with over 10 years of experience in the industry. Thomas is currently registered with iCapital Markets LLC and has been with the firm since January 8, 2024. Prior to joining iCapital Markets, Thomas held positions at Putnam Retail Management Limited Partnership, Nuveen Securities, LLC, ALPS Distributors, Inc., Quasar Distributors, LLC, Columbia Management Investment Distributors, Inc., and Willow Cove Investment Group, Inc.. Thomas has a strong understanding of the financial markets and is committed to providing clients with personalized investment advice.

Firm Information

Thomas Zanellato is currently registered with Icapital Markets LLC. Icapital Markets LLC is a Limited Liability Company that was formed on August 13, 2001. The company is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Icapital Markets LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

219

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.

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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Thomas Zanellato’s Registration & Firm History

NY

01/08/2024 - Present

Icapital Markets LLC (NEW YORK NY)

MA

10/11/2022 - 12/06/2023

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

CA

06/22/2018 - 09/23/2022

NUVEEN SECURITIES, LLC (LOS ANGELES CA)

CA

09/01/2015 - 06/05/2018

ALPS DISTRIBUTORS, INC. (San Diego CA)

ME

08/28/2014 - 08/31/2015

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

MA

01/17/2014 - 07/14/2014

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

WI

10/14/2013 - 12/16/2013

WILLOW COVE INVESTMENT GROUP, INC. (WINNECONNE WI)

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Licenses & Designations

IA

Issued 03/17/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Edward Zanellato.
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