Zoe C. Sylvester-chin

WPCG ADVISORY

NEW YORK, NY 10014

Some features on this profile are disabled

CRD#: 7529920

Professional summary

Zoe Camille Sylvester-chin, who also goes by Zoe C Sylvester-chin, is a registered financial advisor currently at WPCG ADVISORY, LLC located in New York, New York.

Zoe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Zoe has worked at 4 firms and has passed the Series 65, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zoe C Sylvester-Chin

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.

Wealth Partners Capital Group, LLC; not-investment related; 180 Varick St, Suite 1128, New York, NY 10014; M&A; Associate; started 05/2025; approximately 180 hours per month, 130 hours during securities trading hours; partner outreach.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zoe Camille Sylvester-chin's CRS (Customer Relationship Summary).

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

August 19, 2025 - Present

WPCG ADVISORY, LLC

Office #1: 180 Varick Street Suite 1128, New York, NY 10014

RIA

CRD#: 336581

NEW YORK, NY

Past

September 3, 2024 - February 6, 2025

PIPER SANDLER & CO.

CRD#: 665

New York, NY

Past

June 27, 2024 - September 16, 2024

AVIDITI FINANCIAL, LLC

CRD#: 309026

New York, NY

Past

January 29, 2024 - June 25, 2024

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(8/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/8/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/29/2024

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 7/31/2023

Securities Industry Essentials Examination

Current Firm

WPCG ADVISORY, LLC

CRD#: 336581 / SEC#:

New York

Registered Investment Advisory firm - (7/18/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

180 Varick Street Suite 1128, New York, NY 10014

Mailing Address

Phone number

(561) 567-8160

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Zoe C. Sylvester-chin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zoe Camille Sylvester-chin's CRS (Customer Relationship Summary).

Certified licenses

Experience

WPCG ADVISORY, LLC

PIPER SANDLER & CO.

AVIDITI FINANCIAL, LLC

MORGAN STANLEY & CO. LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/8/2025

Series 79TO

Date: 1/29/2024

SIE

Date: 7/31/2023

Current Firm

WPCG ADVISORY, LLC

Contact information

Documents

Red Flags

Company Information

WPCG ADVISORY, LLC

TRUST BUT VERIFY

Similar Advisors