Zenith Securities LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Zenith Securities LLC is a limited liability company that has been SEC-registered since 2006. Public records in FINTRX provide minimal operational detail: the firm is not identified as a capital allocator, it does not self-report as an active ESG investor, and it is not characterized as a multi-state or newly formed adviser. Owner structure is listed as a mix of a domestic entity and individual ownership. There is no disclosure of advisory activities, client segments, fee schedules, or service lines in the available data.

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
  • Steven Bischoff

    Steven Bischoff

    Chief Financial OfficerCRD 1401631

Contacts

3 of 10
  • Shawn Matthews

    Shawn Matthews

    CobCRD 2016970

  • Jane Zennario

    Jane Zennario

    Investment BankingCRD 1301780

  • Craig Goos

    Craig Goos

    Managing DirectorCRD 2653935

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth