ZOE SECURITIES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 326979
- Registered since
- April 16, 2024
Firm profile
FINTRXOverview
ZOE Securities LLC is organized as a limited liability company and appears on the SEC registry with an effective year of 2024. The firm is listed as owned by a combination of a domestic entity and an individual and is classified in the dataset as "Unclassified." According to the FINTRX snapshot, ZOE Securities is not identified as a capital allocator, is not active on ESG investing, and is not flagged as a multi-state adviser or a pension consultant. The source record does not include a breakdown of client segments, fee arrangements, or detailed advisory/business activities.
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
1 of 1ROSS MARLIN
Chief Compliance OfficerCRD 6931826
Contacts
3 of 6RAJESH GAUR
Vice President, Investment SolutionsCRD 5737107
PHYLLIS CHIN
FinOpCRD 6250921
Sarah Miller
Client Success ManagerCRD 8209092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 666 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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