Choicetrade

Broker-DealerFINRA MemberEst. 2000
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
East Brunswick, New Jersey
CRD number
104021
Registered since
September 22, 2000

Firm profile

FINTRX

Overview

Choicetrade is registered as a corporate investment advisory entity with the SEC since 2000. Public records classify the firm as unclassified and list ownership as a combination of a domestic entity and an individual. The firm does not present itself as a capital allocator, an active ESG investor, or a multi-state adviser in the available dataset. Several advisory attributes that are often reported—such as fee structure, client demographic, and detailed business activities—are not included in the provided information.

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

3 of 3
  • Neville Golvala

    President, CEOCRD 1710355

  • Richard Bertematti

    Richard Bertematti

    Chief Technology OfficerCRD 2721568

  • Ronald Buckner

    Chief Financial OfficerCRD 3220403

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

East Brunswick, NJ

Middlesex

Location

East Brunswick, NJ

Headquartered in East Brunswick, NJ, 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
Middlesex
Address
65 Milltown Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth