Equityzen Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
22
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 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

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

    Sujata Kadia

    Chief Compliance OfficerCRD 5208336

Contacts

3 of 21
  • Thomas Targonski

    Thomas Targonski

    Vice PresidentCRD 4345572

  • Colleen Sottilare

    Executive DirectorCRD 4973019

  • Theresa St. Bernard

    Business AssociateCRD 5184422

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth