Candeal Securities, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Stuyvesant, New York
CRD number
173523
Registered since
May 3, 2016

Firm profile

FINTRX

Overview

Candeal Securities, LLC is organized as a limited liability company and is listed as having registered with the SEC in 2016. Ownership is described as a combination of a domestic entity and an individual. The firm’s classification is recorded as unclassified. The available profile flags several operational attributes: it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not identified as a related adviser. The dataset does not include details on the firm’s client segments, fee structure, or specific advisory and business activities.

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
  • Patrick Harris

    Chief Compliance OfficerCRD 5748909

Contacts

1 of 1
  • Kathleen Camisa

    FinOpCRD 3239619

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stuyvesant, NY

Columbia

Location

Stuyvesant, NY

Headquartered in Stuyvesant, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Columbia
Address
396 Schoolhouse Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth