Zinvest Financial Service, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
297563
Registered since
October 30, 2023

Firm profile

FINTRX

Overview

Zinvest Financial Service, LLC is an LLC that registered with the SEC in 2023. The firm is classified as unclassified in the dataset and is owned by a domestic entity/individual. The profile shows the adviser does not act as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The dataset also flags the adviser as not newly formed despite the recent SEC registration, which can reflect a change in registration status rather than a firm start-up.

Assets & Accounts

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 20%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents20%

Contacts

3 of 4
  • Christopher Cook

    Christopher Cook

    DirectorCRD 2800929

  • Clay Archey

    Director of ComplianceCRD 3248177

  • Mohamed Elgammal

    Mohamed Elgammal

    FinOpCRD 7590681

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, 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
Miami Dade
Address
600 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth