Canam Investor Services, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 158539
- Registered since
- October 25, 2012
- Website
- canaminvestor.com
Firm profile
FINTRXOverview
Canam Investor Services, LLC is organized as a limited liability company and has been SEC-registered since 2012. The firm’s ownership is reported as a mix of a domestic entity and an individual. In FINTRX’s snapshot the firm is classified as “Unclassified,” and it is not identified as a capital allocator. The profile indicates several operational characteristics: Canam Investor Services is not flagged as an active ESG investor, it is not registered as a multistate adviser, and it is not listed as a pension consultant or related adviser. Other standard fields such as fee structure, client base, and specific advisory activities are not populated in the dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Frank Ingraham
Chief Compliance OfficerCRD 2918519
Peter Calabrese
Chief Compliance OfficerCRD 4590054
Contacts
3 of 6Li Wen
Registered RepresentativeCRD 7902290
Tiffany Riordan
FinOpCRD 6313437
Sharline Rodriguez
VP, OperationsCRD 6914936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 48 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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