Core Alpha, Inc.

Overview

Core Alpha, Inc. is an SEC registered investment adviser based in Rochester, NY, registered since 2000. It reports $146M in assets under management across 858 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$146M

Discretionary

85%

Accounts

858

Average account

$17K

Employees

3

Advisory reps

3

Registered since

2000

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Scott John Zollo Chief Compliance Officer, Direct Owner CRD 2172869

Advisory reps 3 of 3

• Robert D Brown Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2623462
• Sean P Collins Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5010529
• Scott J Zollo Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2172869

Location

Headquarters

1701 Chili Ave
Rochester, NY 14624

County

Monroe

Metro area

Rochester, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 3 jurisdictions

Every state, with registration dates

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