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 registered as a limited liability company and shows an SEC registration date of 2016. The firm’s ownership is reported as a mix of a domestic entity and an individual. In FINTRX data the firm is classed as "Unclassified" and does not identify itself as a capital allocator. Available metadata flags indicate Candeal Securities does not position itself as an active ESG investor and does not operate as a multi-state adviser. Other specialty roles—such as pension consulting or related-adviser status—are not indicated in the profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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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

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