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VP Investment Solutions · ZOE Financial, Inc.

Rajesh Gaur

CRD 5737107 · 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 Rajesh Gaur on its Form ADV as VP Investment Solutions.

Firms and roles

  • ZOE Financial, Inc.VP Investment SolutionsWealth manager · New York, NY · $283M in regulatory assets

AtlasMembers

Rajesh’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 Rajesh’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.