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Victor Luis Zayas

Stronghold Capital Partners LLC

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About Victor Luis Zayas

Victor Zayas is an investment advisor representative associated with Stronghold Capital Partners LLC in Syosset, New York. Victor has been in the industry since 2005, and is currently registered as an investment advisor representative in New York. Victor has experience working with individuals other than high-net-worth individuals and provides a range of advisory services including financial planning, portfolio management, and selection of other advisors.

Firm Information

Victor Zayas is currently registered with Stronghold Capital Partners LLC. Stronghold Capital Partners LLC is an investment advisor based in [Main Office Location]. The firm primarily advises individuals, other than high-net-worth individuals, with approximately $24.10 million in assets under management. They provide financial planning, pension consulting, selection of other advisors, and portfolio management services.

$24.10M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor

Solicitor

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Victor Zayas’s Registration & Firm History

NY

11/29/2022 - Present

Stronghold Capital Partners LLC (Syosset NY)

TX

01/06/2012 - 11/18/2022

TRANSAMERICA FINANCIAL ADVISORS, INC (Midlothian TX)

NY

09/19/2005 - 01/06/2012

WORLD GROUP SECURITIES, INC. (BROOKLYN NY)

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Licenses & Designations

IA

Issued 12/21/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victor Luis Zayas.
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