Aberdeen Fund Distributors, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
—
Advisory reps
66
Avg account
$0

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
146230
Registered since
June 10, 2008

Firm profile

FINTRX

Overview

Aberdeen Fund Distributors, LLC is organized as a limited liability company and has been SEC-registered since 2008. The firm is classified as a fund distributor rather than a capital allocator or advisory manager; public records indicate it does not serve as a multi-state adviser, does not act as a pension consultant, and is not listed as a related adviser. Ownership is noted as involving both a domestic entity and an individual. The firm is not identified as an active ESG investor. Specifics about client types, fee schedules, or detailed business and advisory activities were not provided in the source material.

Assets & Accounts

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

Owners & executives

3 of 4
  • Adam Rezak

    Adam Rezak

    Chief Operating OfficerCRD 2621346

  • Rebecca Nichols

    Chief of StaffCRD 6392502

  • Kendra Hettel

    Kendra Hettel

    Chief Compliance OfficerCRD 6164999

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Contacts

3 of 62
  • Cody Poirier

    Registered RepresentativeCRD 4885145

  • Alan Goodson

    Alan Goodson

    Executive DirectorCRD 4492919

  • Steven Dunn

    Steven Dunn

    Head of Wealth ManagementCRD 2203356

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Philadelphia, PA

Philadelphia

Location

Philadelphia, PA

Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Philadelphia
Address
1900 Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth