John M. Zolidis
Professional summary
John Michael Zolidis, who also goes by John M Zolidis, is a registered financial advisor currently at QUO VADIS CAPITAL, INC. located in Southampton, New York.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 87, Series 86 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Michael Zolidis's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 13, 2023 - Present
QUO VADIS CAPITAL, INC.
January 27, 2016 - June 29, 2017
THE BUCKINGHAM RESEARCH GROUP INCORPORATED
October 5, 2001 - March 4, 2014
THE BUCKINGHAM RESEARCH GROUP INCORPORATED
April 24, 2000 - October 1, 2001
SIDOTI & COMPANY, LLC
July 18, 1997 - May 17, 1999
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/13/2023)
Exams
Current Firm
QUO VADIS CAPITAL, INC.
CRD#: 288611 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 4,100,000 |
Red Flags
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