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Loukas Wayne Theodorou

OZE CAPITAL LLC·FLORHAM PARK, New Jersey
SIE, Series 7, Series 63, Series 65Clean record2 years registeredOZE CAPITAL LLC
25B VREELAND ROAD, SUITE 201, FLORHAM PARK, NJ 07932CRD# 6209508Firm CRD# 327276

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Loukas Wayne Theodorou · FLORHAM PARK, NJ
Registration
CRD #6209508 · OZE CAPITAL LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

OZE CAPITAL LLC
Oct 2023 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · October 2, 2023
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OZE CAPITAL LLC
CRD 327276 · SEC 801-128773
AUM
$171M
Regulatory assets under management
Employees
6
10 client accounts
Services offered by OZE CAPITAL LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at OZE CAPITAL LLC →
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Frequently Asked Questions

What services does Loukas Wayne Theodorou offer?
Loukas Wayne Theodorou specializes in Retirement Planning. Contact their office in FLORHAM PARK, New Jersey for a consultation.
What are Loukas Wayne Theodorou's credentials?
Loukas Wayne Theodorou is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loukas Wayne Theodorou located?
Loukas Wayne Theodorou is based in FLORHAM PARK, New Jersey, working with OZE CAPITAL LLC. Their office serves clients in the FLORHAM PARK metropolitan area and surrounding communities.
How does Loukas Wayne Theodorou charge for services?
Loukas Wayne Theodorou'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 OZE CAPITAL LLC?
OZE CAPITAL LLC has approximately 6 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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