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Chief Compliance Officer · ZOE Financial, Inc.

Cameron Smith

CRD 6127100 · Named on Form ADV at one SEC-registered adviser

At a glance

ZOE Financial, Inc., an SEC-registered wealth manager based in New York, NY with $283 million in regulatory assets, lists Cameron Smith on its Form ADV as Chief Compliance Officer.

Firms and roles

  • ZOE Financial, Inc.Chief Compliance OfficerWealth manager · New York, NY · $283M in regulatory assets

AtlasMembers

Cameron’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cameron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.