Bloomberg Tradebook LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
107
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
40881
Registered since
November 1, 1996

Firm profile

FINTRX

Overview

Bloomberg Tradebook LLC is organized as a limited liability company and has been SEC-registered since 1996. FINTRX classifies the entity as Unclassified and lists ownership as a combination of a domestic entity and an individual. The record indicates the firm is not a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The file contains minimal detail on the firm's business lines, advisory activities, fee structures, or client segments. Those fields are blank in the source, so there is no vendor-provided description of whether the firm offers discretionary portfolio management, advisory services, brokerage, or other capital markets functions.

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 107
  • Cristina Greco

    Cristina Greco

    Compliance OfficerCRD 6205639

  • Thomas Cullum

    Thomas Cullum

    FIT Product ManagerCRD 1007039

  • Stephen Winterstein

    Stephen Winterstein

    Product ManagerCRD 1143524

Unlock 104 more contacts

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
731 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth