Andrew R. Zoraian

INDEX TECHNOLOGIES GROUP

NEW YORK, NY 10022

CRD#: 8122636

Some features on this profile are disabled

Professional summary

Andrew Raymond Zoraian is a registered financial advisor currently at INDEX TECHNOLOGIES GROUP LLC located in New York, New York and QUANTUM PORTFOLIO MANAGEMENT, LLC located in New York, New York.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andrew has worked at 2 firms and has passed the Series 65 and SIE exams.

At a Glance

Always 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) - RIA

Click below to view Andrew Raymond Zoraian's CRS (Customer Relationship Summary).

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

September 4, 2025 - Present

INDEX TECHNOLOGIES GROUP LLC

Office #1: 10 E. 53rd Street Suite 1400, New York, NY 10022

RIA

CRD#: 327771

NEW YORK, NY

Current

September 4, 2025 - Present

QUANTUM PORTFOLIO MANAGEMENT, LLC

Office #1: 10 E. 53rd Street Suite 1400, New York, NY 10022

RIA

CRD#: 326280

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QUANTUM PORTFOLIO MANAGEMENT, LLC

CUSTOM INDEX SOLUTIONS, LLC | QUANTUM PORTFOLIO MANAGEMENT, LLC | QUANTUM PORTFOLIO MANAGEMENT | CUSTOM INDEX SYSTEMS, LLC

CRD#: 326280 / SEC#: 801-127936

RIA

Registered Investment Advisory firm - (5/9/2023 Approved)

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
(9/4/2025)

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: 9/4/2025

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/20/2025

Securities Industry Essentials Examination

Current Firm

QUANTUM PORTFOLIO MANAGEMENT, LLC

CUSTOM INDEX SOLUTIONS, LLC | QUANTUM PORTFOLIO MANAGEMENT, LLC | QUANTUM PORTFOLIO MANAGEMENT | CUSTOM INDEX SYSTEMS, LLC

CRD#: 326280 / SEC#: 801-127936

RIA

Registered Investment Advisory firm - (5/9/2023 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

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

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

Contact information

Main Address

10 E. 53rd Street Suite 1400, New York, NY 10022

Mailing Address

Phone number

(212) 466-6760

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

QUANTUM PORTFOLIO MANAGEMENT ADV PART 2A BROCHURE (6/13/2025)

QUANTUM PORTFOLIO MANAGEMENT APPENDIX 1 (6/13/2025)

Regulatory assets under management

Total Number of Accounts	267
AUM (Assets Under Management)	$ 295,145,763

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

Richard Dragotta

LPL FINANCIAL LLC

IAR

PARAMUS, NJ

Anthony Macagna

LPL FINANCIAL LLC

IAR

PARAMUS, NJ

Anita Srivastava

MORGAN STANLEY

IAR

Paramus, NJ

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrew R. Zoraian

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Raymond Zoraian's CRS (Customer Relationship Summary).

Certified licenses

Experience

INDEX TECHNOLOGIES GROUP LLC

QUANTUM PORTFOLIO MANAGEMENT, LLC

Primary Firm SEC Registration

QUANTUM PORTFOLIO MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/4/2025

SIE

Date: 2/20/2025

Current Firm

QUANTUM PORTFOLIO MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUANTUM PORTFOLIO MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors