Zenith Securities LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Norwalk, Connecticut
CRD number
138135
Registered since
May 11, 2006

Firm profile

FINTRX

Overview

Zenith Securities LLC is organized as a limited liability company and has been SEC-registered since 2006. FINTRX classifies ownership as a combination of a domestic entity and an individual. The firm is listed as "unclassified" in the snapshot data and is not identified as a capital allocator. Available disclosures indicate Zenith Securities does not position itself as an active ESG investor, is not a multistate adviser, is not newly formed, and does not serve as a pension consultant or a related adviser. FINTRX does not provide detail on the firm's advisory activities, specific business lines, client segments, or fee structure.

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

2 of 2
  • Steven Bischoff

    Steven Bischoff

    Chief Financial OfficerCRD 1401631

  • Shawn Matthews

    Shawn Matthews

    Chairman and Chief Executive OfficerCRD 2016970

Contacts

3 of 6
  • Victor Depinto

    CRD 1346485

  • Alan White

    Alan White

    CCOCRD 2723669

  • Vrinda Arora

    Vrinda Arora

    FinOpCRD 7784034

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Norwalk, CT

Fairfield

Location

Norwalk, CT

Headquartered in Norwalk, CT, 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
Fairfield
Address
85 Washington St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth