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 a corporate registered investment adviser first registered with the SEC in 2000. Public records list ownership involving both a domestic entity and an individual, and the firm is categorized as unclassified in the available dataset. The firm does not identify itself as a capital allocator, nor as an active ESG investor. Available regulatory metadata also shows Choicetrade is not designated as a multi-state adviser, and it is not listed as a pension consultant or related adviser. The source material contains minimal detail about the firm’s client types, fee arrangements, advisory services, or investment strategy.

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
  • Richard Bertematti

    Richard Bertematti

    Chief Technology OfficerCRD 2721568

  • Ronald Buckner

    Chief Financial OfficerCRD 3220403

  • Neville Golvala

    President, CEOCRD 1710355

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth