Ameraudi Investment Services LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
327842
Registered since
November 21, 2024

Firm profile

FINTRX

Overview

Ameraudi Investment Services LLC is organized as a limited liability company and is SEC-registered (2024). The firm’s ownership is recorded as a combination of a domestic entity and an individual, and the snapshot classifies the firm as unclassified. The public record does not disclose the firm’s advisory model, target client segments, fee schedules, or specific investment strategies. The snapshot flags several negative attributes: it is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. Several common firm activities and affiliations were not provided in the FINTRX entry.

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 8
  • Cynthia Raad

    Cynthia Raad

    Financial Operations AssociateCRD 8152755

  • Daniel Pompeo Camargo Jannuzzi

    Daniel Pompeo Camargo Jannuzzi

    Portfolio ManagerCRD 7825135

  • Pablo Jimenez

    CCOCRD 5533140

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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
19 E 54th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth