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 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
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
Similar firms
Financorp Group International Corporation
Broker-DealerMiami, FL
Finantia USA Inc.
Broker-DealerMiami, FL
Ocean Financial Services, LLC
Broker-DealerMiami, FL
BCI Securities, Inc.
Broker-DealerMiami, FL
Insigneo Securities, LLC
Broker-DealerMiami, FL
Citadel Securities LLC
Broker-DealerMiami, FL