Zeus Financial, LLC

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
18192
Registered since
July 25, 1986

Firm profile

FINTRX

Overview

Zeus Financial, LLC is organized as a limited liability company and is listed as an SEC-registered adviser with an initial registration year of 1986. Ownership records in the dataset indicate both a domestic entity and an individual have ownership interests. The firm's regulatory classification in the FINTRX record is listed as unclassified. The profile flags a few operational characteristics: the firm is not identified as a capital allocator, does not present itself as an active ESG investor, and is not recorded as a multi-state adviser. FINTRX does not provide detail on the firm's advisory offerings, fee structure, client segments, or investment strategies.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Peter Adams

    Peter Adams

    President, Chief Investment OfficerCRD 1009011

  • Ralph Achille

    Ralph Achille

    Chief Compliance OfficerCRD 5875142

  • Vincent Butkevits

    CEOCRD 1818987

Contacts

3 of 17
  • Kali Gaynor

    Kali Gaynor

    Operations SpecialistCRD 7732605

  • Lauren Trousdale

    Lauren Trousdale

    Financial Operations PrincipalCRD 5622407

  • Ivana Shumberg

    FinOpCRD 3167225

Unlock 14 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
4800 T Rex Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth