BEB CREDIT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PORT WASHINGTON, New York
CRD number
327471
Registered since
September 25, 2023

Firm profile

FINTRX

Overview

BEB Credit Management, LLC is organized as a limited liability company and is listed as an SEC-registered investment adviser (registration year 2023). Ownership is held by an individual rather than a corporate parent, and the firm is classified in the data as “Unclassified.” The record indicates the firm is not positioned as a capital allocator and is not identified as an active ESG investor. It is also not marked as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. The firm has documented industry connections that signal roles beyond advisory-only activity: affiliations include a law firm and a real estate broker, and the firm is described as a sponsor, general partner, or managing member of pooled investment vehicles. Specific advisory fee arrangements, client segments, and detailed advisory activities were not provided in the source data.

Assets & Accounts

Investments & Alternatives

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
  • Lee Brodsky

    Chief Executive OfficerCRD 7814151

  • keyvan ghaytanchi

    Chief Investment OfficerCRD 7814146

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORT WASHINGTON, NY

NASSAU

Location

PORT WASHINGTON, NY

Headquartered in PORT WASHINGTON, 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
NASSAU
Address
26 Harbor Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth