FDX Capital LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 119302
- Registered since
- July 23, 2002
- Website
- fdxcapital.com
Firm profile
FINTRXOverview
FDX Capital LLC is a limited liability company that has been SEC-registered since 2002. The firm is listed as owned by a domestic entity and individual interests and is classified as unclassified in the dataset. The record indicates the adviser is not a multi-state adviser, is not newly formed, and does not act as a related adviser or pension consultant. The dataset does not provide descriptive detail on the firm’s client segments, fee schedules, or the specific advisory services it offers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Michael Montague
Chief Operating OfficerCRD 5121305
Douglas Preveza
Chief Compliance OfficerCRD 2692333
Christopher Russo
CEOCRD 1559432
Contacts
3 of 13
Demian Waldman
Managing PartnerCRD 7210829
Jeffry Brown
Co-FounderCRD 1093374
Andre Baptista Villela
Finance ManagerCRD 7069773
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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