FIND A ZONE 2 VENTURES LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 340397
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for ZONE 2 VENTURES LLC Comes From
Understanding the Statistics for ZONE 2 VENTURES LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
915 Broadway, Suite 1900, New York, NY 10010
Phone Number
447515605399
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at ZONE 2 VENTURES LLC
Jesse Lane Woods
IAR
RR
CRD#: 6893324
Location:
Meridian, ID 83642
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
6 years
ED
Edgar Duran
RR
CRD#: 2408256
Location:
West Palm Beach, FL 33409
Company:
TRANSAMERICA FINANCIAL ADVISORS, LLC
Disclosures:
Experience:
20 years
Robert Wesley Shannon
IAR
CRD#: 1673397
Location:
Fort Worth, TX 76107
Company:
BRAZOS WEALTH ADVISORS LLC
Disclosures:
Experience:
39 years
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