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 organized as a limited liability company and appears in FINTRX as an SEC-registered adviser since 2002. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as unclassified in the dataset and is not identified as a capital allocator. FINTRX flags that FDX Capital LLC is not an active ESG investor, is not a multistate adviser, is not newly formed, and does not serve as a pension consultant or a related adviser. The dataset does not provide details on client segments served, fee arrangements, or specific advisory activities.

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

  • Christopher Russo

    CEOCRD 1559432

  • Douglas Preveza

    Douglas Preveza

    Chief Compliance OfficerCRD 2692333

Contacts

3 of 13
  • Kevin Greene

    Kevin Greene

    ChairmanCRD 1295699

  • Jeffry Brown

    Jeffry Brown

    Co-FounderCRD 1093374

  • Elizabeth Smith

    FinOpCRD 1960549

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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