Crc-Ib

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
48
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
158736
Registered since
March 14, 2012
Website
crc-ib.com

Firm profile

FINTRX

Overview

Crc-Ib is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is SEC-registered (initial registration listed in 2012) and is owned by a mix of domestic entity and individual ownership. Publicly available reporting in the source is sparse: the firm is not listed as a capital allocator, is not flagged as an active ESG investor, and is not identified as a pension consultant or related adviser. FINTRX did not provide descriptive detail about Crc-Ib’s advisory activities, fee model, client segments, or specific investment strategies. The available record therefore characterizes the entity by its corporate form and regulatory status rather than by an articulated wealth-management offering or manager allocation approach.

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

Contacts

3 of 48
  • Daniel Parsons

    Daniel Parsons

    DirectorCRD 7350892

  • Eric Krostich

    Eric Krostich

    Vice PresidentCRD 7094726

  • Andy Nguyen

    Andy Nguyen

    Managing DirectorCRD 5882961

Unlock 45 more contacts

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
220 E 42nd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth