Cevidica Securities Group LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
104422
Registered since
May 10, 2001

Firm profile

FINTRX

Overview

Cevidica Securities Group LLC is organized as a limited liability company with ownership identified as a combination of a domestic entity and an individual. Public disclosures classify the firm as unclassified and provide only a narrow set of operational attributes: it is not identified as a capital allocator, does not describe itself as an active ESG investor, and does not report roles such as pension consultant or related adviser. The firm is also noted as not operating as a multi-state adviser and is not characterized as newly formed.

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
  • William Mayer

    CEOCRD 4271641

Contacts

2 of 2
  • William Rankel

    William Rankel

    FinOpCRD 2074785

  • Behzad Taufiq

    Behzad Taufiq

    Managing PrincipalCRD 7960861

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
400 W 61st St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth