Unclaimed Profile

Zoe Bouloutas

EMPACTFUL LLC·RUMSON, New Jersey

Clean recordEMPACTFUL LLC

80 S. WARD AVE, RUMSON, NJ 07760CRD# 7025940Firm CRD# 298742

Profile Verification

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

Identity

Zoe Bouloutas · RUMSON, NJ

Registration

CRD #7025940 · EMPACTFUL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Zoe Bouloutas is a registered financial advisor based in RUMSON, New Jersey, affiliated with EMPACTFUL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

EMPACTFUL LLC

EMPACTFUL

AUM

$320K

Regulatory assets under management

Employees

Total firm employees

View all advisors at EMPACTFUL LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7025940

Firm CRD# 298742

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Zoe Bouloutas offer?

Zoe Bouloutas specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RUMSON, New Jersey for a consultation.

What are Zoe Bouloutas's credentials?

Zoe Bouloutas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Zoe Bouloutas located?

Zoe Bouloutas is based in RUMSON, New Jersey, working with EMPACTFUL LLC. Their office serves clients in the RUMSON metropolitan area and surrounding communities.

How does Zoe Bouloutas charge for services?

Zoe Bouloutas's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EMPACTFUL LLC?

EMPACTFUL LLC has approximately 2 employees and manages $320K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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