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CRD#: 326979
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Total Number of HNWI Clients:No Information
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Average HNWI Account Size:No Information
Where the Statistical Data for ZOE SECURITIES LLC Comes From
Understanding the Statistics for ZOE SECURITIES LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
666 Third Ave 6th Floor, New York, NY 10017
Mailing Address
666 Third Ave 6th Floor, New York, NY 10017
Firm Size
Small
Phone Number
(646) 680-9244
Established
Delaware since 06/01/2023
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at ZOE SECURITIES LLC
CM
Corey Moon
IAR
RR
CRD#: 7810484
Location:
New York, NY 10017
Company:
ZOE FINANCIAL, INC.
Disclosures:
Experience:
2 years
RG
Rajesh Gaur
IAR
RR
CRD#: 5737107
Location:
New York, NY 10017
Company:
ZOE FINANCIAL, INC.
Disclosures:
Experience:
6 years
CS
Cameron Smith
RR
CRD#: 6127100
Location:
New York, NY 10017
Company:
ZOE SECURITIES LLC
Disclosures:
Experience:
5 years
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