N.B. Zoullas Securities, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 29419
- Registered since
- November 6, 1991
Firm profile
FINTRXOverview
N.B. Zoullas Securities, Inc. is organized as a corporation and has been SEC-registered since 1991. The firm is listed as individually owned and carries an "unclassified" designation in the available profile. Public disclosures on the firm’s business lines, client types, fee arrangements, and advisory services are minimal; those fields are blank in the FINTRX snapshot. The profile also flags several negative indicators: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not appear as a pension consultant or related adviser. Taken together, the limited public information points to a small, privately held entity with little activity documented in FINTRX.
Assets & Accounts
Investments & Alternatives
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
Contacts
3 of 3Leslie Seinfeld
Vice PresidentCRD 1685941
Diane Fernandez
Financial ProfessionalCRD 2200893
Shih-hsuan Chen
BrokerCRD 4786745
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 Penn Plz
- Time zone
- ET (UTC-5)
- Office locations
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