Brokertec Americas LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
44
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
47477
Registered since
March 23, 2000

Firm profile

FINTRX

Overview

Brokertec Americas LLC is organized as a limited liability company with ownership indicated as a combination of a domestic entity and an individual. Publicly reported characteristics show the firm classified as “unclassified” for FINTRX purposes and not identified as a capital allocator, ESG investor, multi-state adviser, pension consultant, related adviser, or newly formed adviser. Available records do not disclose the firm’s client segments, fee schedule, or the scope of its advisory or other business activities. That lack of disclosure makes the firm difficult to profile on strategy or service specialization from the source data alone.

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

1 of 1
  • Andrew Weinman

    Andrew Weinman

    Chief Operations OfficerCRD 5209879

Contacts

3 of 43
  • Patrick Grumieaux

    Account RepresentativeCRD 1466233

  • Jonathan Wakefield

    Executive DirectorCRD 1676639

  • Joseph Flood

    Joseph Flood

    Financial RepresentativeCRD 1824018

Unlock 40 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
300 Vesey St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth