Equityzen Securities LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 281820
- Registered since
- May 11, 2016
- Website
- equityzen.com
Firm profile
FINTRXOverview
Equityzen Securities LLC is organized as a limited liability company and is listed in FINTRX with a domestic entity/individual ownership structure. The firm's profile in the source data is sparse: no business activities, advisory services, fee schedule, or client types are described, and there are no public statements about investment strategy or target markets. The FINTRX snapshot flags a few organizational attributes: it is classified as "Unclassified," is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not marked as a pension consultant or related adviser. Those attributes suggest the profile is either limited in scope or the entity is not operating as a traditional registered advisory business as recorded in this dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Sujata Kadia
Chief Compliance OfficerCRD 5208336
Contacts
3 of 21
Thomas Targonski
Vice PresidentCRD 4345572
Colleen Sottilare
Executive DirectorCRD 4973019
Theresa St. Bernard
Business AssociateCRD 5184422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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