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Matthew Wiener

Zoe Financial, Inc.

New York, NY

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Current Employers
Zoe Financial, Inc.

666 Third Ave. 6Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-01-01
  • NY RA
    APPROVED
    Since 2025-01-01

Branch Locations

666 Third Ave. 6Th Floor, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zoe Financial New York NY 09/2022 Present
Infor New York NY 03/2021 09/2022
B&H New York NY 11/2020 03/2021
Unemployed Syosset NY 07/2020 10/2020
Syracuse University New York NY 08/2016 06/2020
  • 09/2022 → Present
    Zoe Financial
    New York, NY
  • 03/2021 → 09/2022
    Infor
    New York, NY
  • 11/2020 → 03/2021
    B&H
    New York, NY
  • 07/2020 → 10/2020
    Unemployed
    Syosset, NY
  • 08/2016 → 06/2020
    Syracuse University
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-28
  • S65 Uniform Investment Adviser Law Examination
    2024-12-28

View on SEC IAPD

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