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 has been registered with the SEC since 2016. Ownership is recorded as a combination of a domestic entity and an individual. The firm is coded as "Unclassified" in the snapshot data and is not identified as a capital allocator. Available fields indicate the firm does not position itself as an active ESG investor, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. The firm has provided very limited public detail about its advisory activities, client mix, or investment preferences.

Assets & Accounts

Investment profile

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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

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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