Investment adviser representative · Zoe Financial, Inc.
Matthew Wiener
CRD 7954799 · New York, NY
At a glance
Matthew Wiener is an investment adviser representative with Zoe Financial, Inc. in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Zoe Financial, Inc.Since January 2025New York, NY · $283M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Zoe Financial, Inc.
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- Preston K. BuhrmasterNew York
- Mason F. CoonNew York
- Andres D. GarciaNew York
- Rajesh GaurNew York · Chartered Financial Analyst
- Sarah C. MillerNew York
- Corey MoonNew York
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