Preston K Buhrmaster
Investment Adviser Representative at ZOE Financial, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Preston K. Buhrmaster is an investment adviser representative with ZOE Financial, Inc. in New York, NY, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New York.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Zoe Financial IncMay 2023 – no end date reportedNew York, NY
- EverlawJul 2022 – May 2023New York, NY
- AflacDec 2021 – Jun 2022New York, NY
- IsolaJun 2020 – Aug 2020Shelter Island, NY
- JH Buhrmaster COFeb 2017 – Apr 2020Fort Edward, NY
- Kumlander, Donofrio, Hay & Pehl CPAsJan 2018 – Jun 2018Malta, NY
- UnemployedJun 2014 – Jan 2018Ballston Spa, NY
- UnemployedAug 2020 – Dec 2021New York, NY
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About ZOE Financial, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth Platform: a modern, end-to-end platform enabling financial advisors to manage clients' investment accounts, including digital onboarding, seamless funding, automation, real-time collaboration tools, auto rebalancing, portfolio management, model marketplace, private labeling, high-yield cash accounts, and integrations. Advisor Match: matches individual clients with vetted independent advisors aligned to their personalized needs.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- New York, NY
- SEC file number:
- 801-117745
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at ZOE Financial, Inc.
8 other advisors in the directory
Similar advisors in New York, NY
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Preston K Buhrmaster has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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