IEX Dap LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
318014
Registered since
November 4, 2022
Website
www.iex.io

Firm profile

FINTRX

Overview

IEX Dap LLC is organized as a limited liability company and is listed in FINTRX as an SEC-registered adviser (registration year 2022). The record identifies the owner type as both a domestic entity and an individual and classifies the firm as unclassified. FINTRX indicates the firm is not a capital allocator, does not report activity as an ESG investor, and is not flagged as a multi-state adviser or a pension consultant. Public-facing detail on the firm's investment strategy, client segments, fee structure, or advisory activities is not provided in the FINTRX entry. The available information is limited to regulatory and organizational attributes rather than portfolio or service descriptions.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Thomas Wonica

    Thomas Wonica

    Chief Information Security OfficerCRD 2640278

  • Bradley Katsuyama

    Bradley Katsuyama

    CEO and Co-FounderCRD 4463961

  • Jack Dukesherer

    Jack Dukesherer

    Chief Compliance OfficerCRD 5671449

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Contacts

3 of 4
  • Katerina Cronmiller

    Katerina Cronmiller

    Product ManagerCRD 6594117

  • Terrance Oconnell

    ControllerCRD 4898427

  • Alphonse Asare

    Alphonse Asare

    Accounting ManagerCRD 6140970

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
3 World Trade Ctr 175 Greenwic St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth