AEC TRANSACTION SERVICES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327839
- Registered since
- May 22, 2024
Firm profile
FINTRXOverview
AEC Transaction Services LLC is organized as a limited liability company and is registered with the SEC as of 2024. The firm is classified in the data as an investment bank rather than a traditional registered investment adviser or asset manager. Ownership is listed as both a domestic entity and an individual. The profile indicates the firm does not operate as a capital allocator, is not identified as an active ESG investor, and is not a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
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
Contacts
3 of 24Zachary Blackburn
AnalystCRD 7978711
ANDREJ AVELINI
President & PartnerCRD 2498642
LYDIA BONGIORNO
AnalystCRD 8042576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, 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
- NEW YORK
- Address
- 25 W 43rd St
- Time zone
- ET (UTC-5)
- Office locations
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