Bestex Research Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
309569
Registered since
July 23, 2021

Firm profile

FINTRX

Overview

Bestex Research Securities, LLC is organized as a limited liability company and is reported in FINTRX with an owner type listed as a domestic entity/individual. The firm’s classification is recorded as “Unclassified,” and FINTRX does not show it operating as a capital allocator, pension consultant, or related adviser. It also is not identified as an active ESG investor or a multi-state adviser. FINTRX contains no descriptions of the firm’s business lines, fee schedules, client segments, or specific advisory activities. An explicit note in the source states the firm did not provide information on its activities and affiliations, which limits visibility into its client-facing services and investment approach.

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
  • Michael Fruchter

    Chief Financial OfficerCRD 4202965

  • Nigam Saraiya

    Nigam Saraiya

    Chief Product OfficerCRD 5498898

Contacts

3 of 11
  • Ricardo Squitieri

    Director of SalesCRD 2225374

  • Charlie Whitlock

    Charlie Whitlock

    Managing Director, Business DevelopmentCRD 2301381

  • Sandra Delmore-kozlik

    Managing DirectorCRD 4467706

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
2 Landmark Sq
Time zone
ET (UTC-5)
Office locations

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