Fidx Markets LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Berwyn, Pennsylvania
CRD number
322769
Registered since
July 20, 2023
Website
fidx.io

Firm profile

FINTRX

Overview

Fidx Markets LLC is a limited liability company that appears in SEC registration records as of 2023. The firm is categorized as unclassified in the provided dataset and is listed with an owner profile described as both a domestic entity and an individual. According to the filing data, the firm does not operate as a capital allocator and is not identified as an active ESG investor. The dataset also marks Fidx Markets LLC as not being a multistate adviser, not a pension consultant, and not a related adviser. The firm supplied very limited detail about its advisory activities, client types, fee structure or manager allocation preferences in the available record.

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

1 of 1
  • Scott Bowers

    Scott Bowers

    CEOCRD 4814591

Contacts

3 of 3
  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

  • James Barton

    James Barton

    Senior VPCRD 4692910

  • Matthew Quigley

    Matthew Quigley

    Advisor, ConsultantCRD 8247771

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Berwyn, PA

Chester

Location

Berwyn, PA

Headquartered in Berwyn, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
1000 Chesterbrook Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth