Equilend

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
29
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
119107
Registered since
June 21, 2002

Firm profile

FINTRX

Overview

Equilend operates as a limited liability company organized under domestic ownership with at least one individual owner identified in filings. The firm's regulatory snapshot classifies it as “unclassified” and discloses only a small set of structural attributes rather than a detailed description of client segments or advisory services. Public data indicate Equilend does not act as a capital allocator and does not identify itself as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.

Assets & Accounts

Investments & Alternatives

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
  • Kenneth Degiglio

    Kenneth Degiglio

    Chief Information OfficerCRD 4164903

  • Paul Nigrelli

    Paul Nigrelli

    CFOCRD 4572522

  • Kumar Arvind

    Kumar Arvind

    Managing Director, Chief Technology OfficerCRD 6546197

Contacts

3 of 26
  • Dan Dougherty

    Dan Dougherty

    Managing DirectorCRD 2236894

  • Michael Doyle

    Michael Doyle

    Director of SalesCRD 2502938

  • Michael Albanese

    Associate DirectorCRD 4133939

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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
225 Liberty St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth