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 with individual ownership. The firm's public profile classifies it as "unclassified," and available records indicate it does not act as a capital allocator. It also does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Disclosure around core business functions is limited. Fields for client types, fee model, specific advisory activities and other business activities were not provided in the source data, so there is little visibility into the clients it serves or how it structures engagements.
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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