Earlybirdcapital, Inc.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Melville, New York
CRD number
28629
Registered since
June 27, 1991

Firm profile

FINTRX

Overview

Earlybirdcapital, Inc. is a corporation classified as an investment bank that has been SEC-registered since 1991. Ownership is listed as a domestic entity and individual; the firm is not identified as a capital allocator and does not report pension consulting or related-adviser activities. Public disclosures indicate it is not an active ESG investor, is not a multistate adviser, and is not newly formed. The firm did not provide descriptive material about its advisory or business activities in the source data.

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
  • Steven Levine

    CEO and Head of Investment BankingCRD 2714473

  • Amy Kaufmann

    Amy Kaufmann

    Chief Compliance OfficerCRD 2776989

  • Michelle Pendergast

    Michelle Pendergast

    Chief Financial OfficerCRD 5441721

Contacts

3 of 16
  • Robert Gladstone

    Vice PresidentCRD 722442

  • Richard Rosenstock

    Account ExecutiveCRD 828032

  • Maureen Wilson

    Registered RepresentativeCRD 1048940

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Melville, NY

Suffolk

Location

Melville, NY

Headquartered in Melville, 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
Suffolk
Address
1 Huntington Quadrangle
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth