Adelphi Stock Brokers
Firm details
- Headquarters
- Sands Point, New York
- CRD number
- 309048
- Registered since
- October 13, 2021
- Website
- www.linkedin.com
Firm profile
FINTRXOverview
Adelphi Stock Brokers is organized as a corporation and appears in public filings with an SEC registration year of 2021. Ownership is reported as individual-owned and the firm is classed as “Unclassified” in the dataset, reflecting a limited public profile and minimal descriptive categorization in available filings. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and does not list multi-state advisory status or pension consulting activities. Disclosure about core business lines, advisory activities, client segments, fee structure, and manager allocation preferences is absent from the provided material. That lack of operational detail makes it difficult to ascribe a clear market positioning (for example, independent RIA versus broker-dealer intermediary) from public data alone.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Donald Pollard
CEO and CCOCRD 2181631

Victor Samuel
Founder and CEOCRD 2823668
Contacts
3 of 6
Kenneth George
FinOpCRD 2643369
Daniel Beaton
FinOpCRD 4240769

James Oates
ConsultantCRD 1193394
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sands Point, NY
Nassau
Location
Sands Point, NY
Headquartered in Sands Point, 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
- Nassau
- Address
- 40 Cornwall Ln
- Time zone
- ET (UTC-5)
- Office locations
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