1964 Global

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
139091
Registered since
May 16, 2006

Firm profile

FINTRX

Overview

1964 Global is organized as a limited liability company and is classified in the dataset as a placement agent. The firm is owned by an individual and is positioned to operate on the intermediary side of capital formation rather than as a traditional investment manager: it is not listed as a capital allocator and does not report advisory or portfolio-management activities in the provided data. The record also notes that the firm is not an active ESG investor, not a multi-state adviser, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Keith Butler

    Keith Butler

    PresidentCRD 1157669

  • Melanie Megenity

    CRD 4465319

  • Alfred Ripoll

    Alfred Ripoll

    Data AnalystCRD 8228018

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
71 Murray St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth