Zinvest Financial Service, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 297563
- Registered since
- October 30, 2023
- Website
- www.zvstus.com
Firm profile
FINTRXOverview
Zinvest Financial Service, LLC is organized as a limited liability company and appears as an SEC-registered adviser with a 2023 registration year. Ownership is listed as a domestic entity and individual; the firm is not identified as a capital allocator and does not report active ESG investing. It is not registered as a multi-state adviser in the provided data and the firm’s regulatory classification is recorded as unclassified.
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
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
3 of 4
Christopher Cook
DirectorCRD 2800929
Clay Archey
Director of ComplianceCRD 3248177
Mohamed Elgammal
FinOpCRD 7590681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, 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
- Miami Dade
- Address
- 600 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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