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 incorporated and registered with the SEC in 2021. The firm is privately held by an individual owner and is categorized in the dataset as “unclassified.” It does not present itself as a capital allocator, and it is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not provide details on the firm’s client segments, fee schedules, specific advisory activities, or typical investment mandates.
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 2DONALD POLLARD
CEO and CCOCRD 2181631
VICTOR SAMUEL
Founder and CEOCRD 2823668
Contacts
3 of 5Sandra Clarke
Managing DirectorCRD 7607103
JAMES OATES
ConsultantCRD 1193394
RAHUL DASARI
Corporate Development AnalystCRD 8044801
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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