Zeus Financial, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 18192
- Registered since
- July 25, 1986
- Website
- www.zeusbd.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Peter Adams
President, Chief Investment OfficerCRD 1009011

Ralph Achille
Chief Compliance OfficerCRD 5875142
Vincent Butkevits
CEOCRD 1818987
Contacts
3 of 17
Kali Gaynor
Operations SpecialistCRD 7732605

Lauren Trousdale
Financial Operations PrincipalCRD 5622407
Ivana Shumberg
FinOpCRD 3167225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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