Canam Investor Services, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
158539
Registered since
October 25, 2012

Firm profile

FINTRX

Overview

Canam Investor Services, LLC is organized as a limited liability company and is SEC-registered since 2012. The FINTRX snapshot lists the owner type as a domestic entity and individual ownership; the firm's internal classification is reported as "Unclassified." The record notes that Canam is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Available source material supplies very little on the firm's business model, client types, or advisory services. No descriptive information about investment strategy, fee schedule, or typical client relationships was provided to FINTRX.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Peter Calabrese

    Peter Calabrese

    CEOCRD 4590054

  • Frank Ingraham

    Frank Ingraham

    Chief Compliance OfficerCRD 2918519

Contacts

3 of 6
  • Min Wu

    Min Wu

    Global Head of SalesCRD 6636856

  • Nicolas Buonagurio

    Nicolas Buonagurio

    Vice PresidentCRD 5264476

  • Tiffany Riordan

    FinOpCRD 6313437

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
48 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth