Unclaimed Profile

Adam Zachary Epstein

MAZE INVESTMENTS, LLC·LOS ANGELES, California

Series 7, Series 63, Series 87Clean record16 years registeredMAZE INVESTMENTS, LLC

12100 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 4701279Firm CRD# 153913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Zachary Epstein · LOS ANGELES, CA

Registration

CRD #4701279 · MAZE INVESTMENTS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

MAZE INVESTMENTS, LLC

Jun 2010 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 87

Registration record

First registered · June 30, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAZE INVESTMENTS, LLC

CRD 153913 · SEC 801-121747

AUM

$159M

Regulatory assets under management

Employees

4 client accounts

Services offered by MAZE INVESTMENTS, LLC

Per Form ADV

Pension consulting

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at MAZE INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Zachary Epstein offer?

Adam Zachary Epstein specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.

What are Adam Zachary Epstein's credentials?

Adam Zachary Epstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Zachary Epstein located?

Adam Zachary Epstein is based in LOS ANGELES, California, working with MAZE INVESTMENTS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Adam Zachary Epstein charge for services?

Adam Zachary Epstein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAZE INVESTMENTS, LLC?

MAZE INVESTMENTS, LLC has approximately 3 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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