FDX Capital LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
119302
Registered since
July 23, 2002

Firm profile

FINTRX

Overview

FDX Capital LLC is recorded as a limited liability company that registered with the SEC in 2002. Public data characterizes its ownership as a combination of a domestic entity and an individual and lists the firm’s regulatory classification as unclassified. The snapshot flags several binary attributes: it is not identified as a capital allocator, not active on ESG investing, not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The information available is sparse and does not include descriptions of advisory services, client segments, or investment mandates. That limited public footprint suggests the firm either operates at a very small scale or maintains a low level of disclosure in the reporting source.

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
  • Michael Montague

    Michael Montague

    Chief Operating OfficerCRD 5121305

  • Douglas Preveza

    Douglas Preveza

    Chief Compliance OfficerCRD 2692333

  • Christopher Russo

    CEOCRD 1559432

Contacts

3 of 13
  • Demian Waldman

    Demian Waldman

    Managing PartnerCRD 7210829

  • Jeffry Brown

    Jeffry Brown

    Co-FounderCRD 1093374

  • Andre Baptista Villela

    Andre Baptista Villela

    Finance ManagerCRD 7069773

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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
515 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth