Matthew Wiener
Investment adviser representative at Zoe Financial, Inc.
10 yearsExperience
1 stateRegistered in
$283.5MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Zoe Financial, Inc.Sep 2022 to now
- InforMar 2021 to Sep 2022
- B&hNov 2020 to Mar 2021
- UnemployedJul 2020 to Oct 2020
- Syracuse UniversityAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Zoe Financial, Inc.
$283.5MAssets managed
1,689Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7954799
- Firm CRD
- 285158