BAY Crest Partners, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
105
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
39944
Registered since
January 24, 1996

Firm profile

FINTRX

Overview

BAY Crest Partners, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with registration dating to 1996. Ownership is recorded as a mix of a domestic entity and an individual. The firm's classification is listed as "Unclassified," and the snapshot indicates it does not function as a capital allocator. FINTRX also flags the firm as not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not noted as a related adviser. The database entry contains no substantive statements about the firm's advisory activities, client types, fee structure, or specific business lines.

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

Owners & executives

2 of 2
  • Lisa Carbonara

    Lisa Carbonara

    Chief Compliance OfficerCRD 5227955

  • Michael Manzo

    Michael Manzo

    COOCRD 6386708

Contacts

3 of 103
  • Philip Leggiere

    Philip Leggiere

    ClerkCRD 7893501

  • Patrick Oliphant

    Patrick Oliphant

    TraderCRD 5172249

  • Brian Whelan

    Brian Whelan

    Sales TraderCRD 5719799

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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
40 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth