ZS
ZS

Zoe Sylvester-Chin

1 Year of Experience
New York, NY

Zoe Sylvester-Chin is a registered investment advisor at Wpcg Advisory, LLC, based in New York, NY, with 1 years of industry experience. Zoe operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

180 Varick Street, Suite 1128, New York, NY, 10014

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Wpcg Advisory, LLC
August 2025 - Present · 9 mos
Previous Registrations
Piper Sandler & CO.Broker
September 2024 - February 2025 · 5 mos
Aviditi Financial, LLCBroker
June 2024 - September 2024 · 3 mos
Morgan Stanley & CO. LLCBroker
January 2024 - June 2024 · 5 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.