John Zolidis, financial advisor Southampton NY

John Zolidis

CRD Number: 2819394
Current Firm: Quo Vadis Capital, Inc.

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.

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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
Contact Info for John M. Zolidis
Phone Number: 9174702073
Registered State(s):
  • NY
Current Firm Details
Quo Vadis Capital, Inc.
Firm's CRD Number: 288611
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $214,286
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

NY

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