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 is registered with the SEC as an investment adviser since 2021. Ownership is listed as individual, and the firm is classified as unclassified in the source data. The profile shows it does not identify as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Publicly available entries for this firm provide minimal detail about its target clients, fee arrangements, specific advisory services, or business lines. The record does not indicate any stated investment style, sector focus, or model-portfolio approach.
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
Sandra 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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