EQUITYZEN SECURITIES LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
25
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
281820
Registered since
May 11, 2016

Firm profile

FINTRX

Overview

Equityzen Securities LLC is organized as a limited liability company and shows an SEC registration date of 2016. The FINTRX snapshot identifies the owner type as a combination of a domestic entity and an individual, but provides no description of the firm's advisory services, investment process, target client segments, or business lines. The record classifies the firm as "Unclassified" and indicates it does not act as a capital allocator and is not flagged as an active ESG investor. Additional attributes in the snapshot note that the firm is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SUJATA KADIA

    Chief Compliance OfficerCRD 5208336

Contacts

3 of 24
  • LAUREN STRAUSSER

    Executive DirectorCRD 5936569

  • Andrew Nerys

    Compliance AssociateCRD 7378545

  • Julia Jannetti

    Associate ManagerCRD 6802736

Unlock 21 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 New York Plz
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth