Evelio M. Angulo

ZEUS FINANCIAL

BOCA RATON, FL 33431

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CRD#: 1917415

Professional summary

Evelio Mariano Angulo is a registered financial professional currently at ZEUS FINANCIAL, LLC located in Boca Raton, Florida.

Evelio is registered as a RR (Registered Representative) and started their career in finance in 2001. Evelio has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

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Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 7, 2024 - Present

ZEUS FINANCIAL, LLC

Office #1: 4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

CRD#: 18192

BOCA RATON, FL

Past

March 17, 2008 - September 30, 2024

SECUREVEST FINANCIAL GROUP

CRD#: 10100

Parkland , FL

Past

January 5, 2005 - March 18, 2008

R. SEELAUS & CO., LLC

CRD#: 14974

BOCA RATON, FL

Past

April 7, 2004 - January 4, 2005

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

August 2, 2002 - March 31, 2004

PFIC SECURITIES CORPORATION

CRD#: 34941

FRANKLIN, TN

Past

August 9, 2001 - September 5, 2001

AMHERST SECURITIES GROUP, L.P.

CRD#: 31141

AUSTIN, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(10/7/2024)

Exams

State Security Law Exam

Series 63

Date: 8/15/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/15/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ZEUS FINANCIAL, LLC

CRD#: 18192 / SEC#: , 8-36214

Broker-Dealer Firm Regulated by FINRA (Florida district office)

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Contact information

Main Address

4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

Mailing Address

4800 T-rex Avenue Suite 100, Boca Raton, FL 33431

Phone number

(561) 708-0700

Established

Florida since 03/17/1986

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (30 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
BUTKEVITS, LETICIA VERA	MEMBER	6717105
ORCHID BAY FINANCIAL HOLDINGS, LLC	MEMBER
ACHILLE, RALPH	CCO	5875142
BUTKEVITS, VINCENT WILLIAM III	CEO	1818987
KUMAR, PARDEEP	MANAGING DIRECTOR	5214503
PISCATELLI, DAVID ANTHONY	COO	4027320
SHUMBERG, IVANA MARCELLA	FINOP/PFO	3167225
TROUSDALE, LAUREN NICOLE	FINOP/POO	5622407

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Evelio M. Angulo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Evelio Mariano Angulo's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECUREVEST FINANCIAL GROUP

R. SEELAUS & CO., LLC

ESSEX NATIONAL SECURITIES, LLC

PFIC SECURITIES CORPORATION

AMHERST SECURITIES GROUP, L.P.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/15/2011

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2001

Series 24

Date: 10/15/2002

FINRA

Current Firm

ZEUS FINANCIAL, LLC

Contact information

FINRA licenses (30 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

ZEUS FINANCIAL, LLC

TRUST BUT VERIFY

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