John Zolidis (CRD# 2819394) is an Investment Advisor Representative working at Quo Vadis Capital, Inc. in Southampton, NY and has over 24 years of experience in the finance industry.
CRD# 5005616
Wynkoop LLC
CRD# 2238818
Wilmington Capital Securities, LLC
CRD# 2886346
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Quo Vadis Capital, Inc. | Southampton, NY | May 2017 - Current | 7 |
The Buckingham Research Group | New York, NY | Jan 2016 - May 2017 | 1 |
Unemployed | New York, NY | Mar 2015 - Jan 2016 | < 1 |
Buckingham Research Group | New York, NY | Oct 2001 - Mar 2015 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2000 |
S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- NY
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$214,286
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
NY
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