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ZSENIA INVESTMENTS INC.

· CRD 314708 · IAPD ↗ · zseniainv.com · 929-327-5485

$10.9MRegulatory AUM
1Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — ZSENIA INVESTMENTS INC. (location n/a) left the SEC roster (was $10.9M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.