Equityzen Securities LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
281820
Registered since
May 11, 2016

Firm profile

FINTRX

Overview

Equityzen Securities LLC is organized as a limited liability company and has been SEC-registered since 2016. Public disclosures for the firm are sparse: the firm is listed as an unclassified adviser with ownership identified as a combination of a domestic entity and an individual. The firm is not described as a capital allocator, is not flagged as an active ESG investor, and is not identified as a multi-state adviser. It also is not listed as a newly formed adviser, a pension consultant, or a related adviser. No material detail about the firm’s advisory activities, fee structure, client base, or business lines was provided in the source data.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Sujata Kadia

    Sujata Kadia

    Chief Compliance OfficerCRD 5208336

Contacts

3 of 28
  • Lauren Strausser

    Lauren Strausser

    Executive DirectorCRD 5936569

  • Andrew Nerys

    Andrew Nerys

    Compliance AssociateCRD 7378545

  • Julia Jannetti

    Julia Jannetti

    Associate ManagerCRD 6802736

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1 New York Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth