Zinvest Financial Service, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 297563
- Registered since
- October 30, 2023
- Website
- www.zvstus.com
Firm profile
FINTRXOverview
Zinvest Financial Service, LLC is organized as a limited liability company with ownership tied to domestic entities and individuals. The firm is categorized as unclassified in the dataset and does not identify itself as a capital allocator, pension consultant, related adviser, or multi-state adviser. It is not flagged as an active ESG investor. The public record supplied contains limited detail on the firm's specific advisory activities, client segments, fee schedules, or business lines.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
3 of 4
Christopher Cook
DirectorCRD 2800929
Clay Archey
Director of ComplianceCRD 3248177

Mohamed Elgammal
FinOpCRD 7590681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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