ZOE Securities LLC

Overview

ZOE Securities LLC is organized as a limited liability company and is SEC-registered as of 2024. Ownership is reported as a combination of a domestic entity and an individual. The firm’s regulatory classification is listed as unclassified. Public filings indicate it does not act as a capital allocator and it does not identify as an active ESG investor. It is not designated as a multi-state adviser, a pension consultant, or a related adviser. No information about client segments, advisory activities, fee schedule, or specific business lines was provided in the source material.

Assets & Accounts

Location & Offices