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Indirect Owner · Carry Advisors LLC

Oren Zeev

CRD 8298058 · Named on Form ADV at one SEC-registered adviser

At a glance

Carry Advisors LLC, an SEC-registered wealth manager based in Brooklyn, NY with $181 million in regulatory assets, lists Oren Zeev on its Form ADV as Indirect Owner, a control person.

Firms and roles

  • Carry Advisors LLCIndirect OwnerWealth manager · Brooklyn, NY · $181M in regulatory assets

AtlasMembers

Oren’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.

Ownership stake at the firm
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Control-person status
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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 Oren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.