Zoe Financial, Inc.

CRD 285158 · New York, NY · $283.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 285158
SEC number: 801-117745
Firm type: RIA
Assets under management: $283.5M as of Jun 29, 2026
Website: www.instagram.com/zoefinancial/?hl=en ↗
Phone: 646-680-9244
Address: 666 Third Ave., New York, NY, 10017

Advisors at this firm

9 in our index · page 1 of 1

John Reece BenevidesCRD 7255060 · New York, NY

IA Registered
Preston K BuhrmasterCRD 7301713 · New York, NY

IA Registered
Mason Friedrick Maves CoonCRD 7743845 · New York, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Andres Daniel GarciaCRD 4829474 · New York, NY

IA Registered
Rajesh GaurCRD 5737107 · New York, NY

IA RegisteredBroker
Lily Paige KrausCRD 8031181 · New York, NY

IA Registered
Corey MoonCRD 7810484 · New York, NY

IA RegisteredBroker
Cassie Marie StancilCRD 7806328 · New York, NY

IA RegisteredBroker
Matthew WienerCRD 7954799 · New York, NY

IA Registered

Source & corrections

Where this page comes from

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