Zenith Securities LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Norwalk, Connecticut
CRD number
138135
Registered since
May 11, 2006

Firm profile

FINTRX

Overview

Zenith Securities LLC is a limited liability company that registered with the SEC in 2006. The firm is owned at the domestic/individual level and is classified as unclassified in the available dataset. Public filings and the snapshot data flag the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is not listed as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset does not include detailed disclosures on Zenith Securities LLC’s business activities, advisory services, fee schedule, or client segments. That limits visibility into its target client types, service model, and revenue structure.

Assets & Accounts

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

2 of 2
  • Steven Bischoff

    Steven Bischoff

    Chief Financial OfficerCRD 1401631

  • Shawn Matthews

    Shawn Matthews

    Chairman and Chief Executive OfficerCRD 2016970

Contacts

3 of 6
  • Victor Depinto

    CRD 1346485

  • Alan White

    Alan White

    CCOCRD 2723669

  • Vrinda Arora

    Vrinda Arora

    FinOpCRD 7784034

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Norwalk, CT

Fairfield

Location

Norwalk, CT

Headquartered in Norwalk, CT, 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
Fairfield
Address
85 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth