ZEUS FINANCIAL, LLC

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
21
Avg account
$0

Firm details

Headquarters
BOCA RATON, Florida
CRD number
18192
Registered since
July 25, 1986

Firm profile

FINTRX

Overview

Zeus Financial, LLC is an SEC-registered advisory firm organized as a limited liability company and first registered with the SEC in 1986. Public records identify the owner type as a combination of a domestic entity and an individual, but the firm is otherwise classified as "unclassified" in the available dataset. The firm has provided minimal disclosure about its services, client segments, fee schedules, or investment approach. The dataset flags several negative attributes: Zeus Financial is not identified as a capital allocator, not active on ESG investing, not a multi-state adviser, not a pension consultant, not a related adviser, and not newly formed. Those entries, combined with the lack of descriptive business or advisory activity, indicate there is little public information about how the firm sources clients or manages assets.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • PETER ADAMS

    President, Chief Investment OfficerCRD 1009011

  • RALPH ACHILLE

    Chief Compliance OfficerCRD 5875142

  • VINCENT BUTKEVITS

    CEOCRD 1818987

Contacts

3 of 18
  • KALI GAYNOR

    Operations SpecialistCRD 7732605

  • Lauren Trousdale

    Financial Operations PrincipalCRD 5622407

  • IVANA SHUMBERG

    FinOpCRD 3167225

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
4800 T Rex Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth