Candeal Securities, LLC
Firm details
- Headquarters
- Stuyvesant, New York
- CRD number
- 173523
- Registered since
- May 3, 2016
Firm profile
FINTRXOverview
Candeal Securities, LLC is a limited liability company that appears on FINTRX as an SEC-registered adviser since 2016. The record identifies ownership as a mix of a domestic entity and an individual and classifies the firm as “unclassified,” indicating FINTRX does not assign it to a more specific advisory cohort. The profile does not include descriptions of core business activities, advisory services, or fee schedules. FINTRX flags show Candeal Securities is not a capital allocator and is not an active ESG investor. The firm is not listed as a multi-state adviser, not identified as a pension consultant, and is not recorded as a related adviser to another entity. Those flags suggest a narrow set of regulatory/activity attributes in the database rather than a detailed investment mandate.
Assets & Accounts
Investments & Alternatives
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
1 of 1Patrick Harris
Chief Compliance OfficerCRD 5748909
Contacts
1 of 1Kathleen Camisa
FinOpCRD 3239619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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