Ameraudi Investment Services LLC

Broker-DealerFINRA Member
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 with ownership listed as a mix of a domestic entity and an individual. The firm’s classification is recorded as unclassified in the source data, and there is minimal public detail about its business lines, fee schedules, or advisory activities. The snapshot data notes the firm does not operate as a capital allocator, does not identify as an active ESG investor, and is not designated as a pension consultant or a related adviser. FINTRX does not provide descriptions of the firm’s investment mandate, target client segments, or typical account types. The record also indicates the firm is not listed as a multi-state adviser even though office-location data (below) shows activity in more than one state.

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
  • Joao Viscardo

    Registered RepresentativeCRD 5971536

  • Pablo Jimenez

    CCOCRD 5533140

  • Michael O'shaughnessy

    Registered Investment AdvisorCRD 1772946

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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
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