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Zoe Austin Vlachos

ADALTA CAPITAL MANAGEMENT LLC·NEW YORK, New York
Clean recordADALTA CAPITAL MANAGEMENT LLC
445 PARK AVENUE, NEW YORK, NY 10022CRD# 2667712Firm CRD# 283771

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Zoe Austin Vlachos · NEW YORK, NY
Registration
CRD #2667712 · ADALTA CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Zoe Austin Vlachos is a registered financial advisor based in NEW YORK, New York, affiliated with ADALTA CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ADALTA CAPITAL MANAGEMENT LLC
ADALTA CAPITAL MANAGEMENT LLC
AUM
$258M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ADALTA CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2667712
Firm CRD# 283771
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Zoe Austin Vlachos offer?
Zoe Austin Vlachos specializes in Investment Management, Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Zoe Austin Vlachos's credentials?
Zoe Austin Vlachos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zoe Austin Vlachos located?
Zoe Austin Vlachos is based in NEW YORK, New York, working with ADALTA CAPITAL MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Zoe Austin Vlachos charge for services?
Zoe Austin Vlachos'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 ADALTA CAPITAL MANAGEMENT LLC?
ADALTA CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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