AEC Transaction Services LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
25
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
327839
Registered since
May 22, 2024

Firm profile

FINTRX

Overview

AEC Transaction Services LLC is organized as a limited liability company and is classified in the data as an investment bank. The firm is recorded as SEC-registered in 2024 and lists ownership involving a domestic entity and an individual. The snapshot flags that the firm is not a capital allocator and does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Fields for client base, fee structure, and stated business or advisory activities are blank in the source, which suggests the firm may be structured around transactional or intermediary services rather than running discretionary asset-management mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 25
  • Zachary Blackburn

    Zachary Blackburn

    AnalystCRD 7978711

  • Zachary Gray

    Zachary Gray

    DirectorCRD 5818587

  • Andrej Avelini

    Andrej Avelini

    President & PartnerCRD 2498642

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth