Equityzen Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 281820
- Registered since
- May 11, 2016
- Website
- equityzen.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Sujata Kadia
Chief Compliance OfficerCRD 5208336
Contacts
3 of 28
Lauren Strausser
Executive DirectorCRD 5936569

Andrew Nerys
Compliance AssociateCRD 7378545

Julia Jannetti
Associate ManagerCRD 6802736
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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