IEX Services LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
41
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
167872
Registered since
September 17, 2013

Firm profile

FINTRX

Overview

IEX Services LLC is organized as a limited liability company and is owned by a mix of a domestic entity and an individual. The firm is classified as "Unclassified" in the source profile. The available data does not describe the firm's advisory services, client segments, fee structure, or day‑to‑day business activities. The profile flags several negative or null attributes rather than positive specializations: it is not identified as a capital allocator, not an active ESG investor, not a multi‑state adviser, not newly formed, not a pension consultant, and not shown as a related adviser. No information was provided on affiliations or external 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 5
  • Bradley Katsuyama

    Bradley Katsuyama

    CEO and Co-FounderCRD 4463961

  • Jack Dukesherer

    Jack Dukesherer

    Chief Compliance OfficerCRD 5671449

  • John Ramsay

    John Ramsay

    Chief Market Policy OfficerCRD 6371125

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Contacts

3 of 36
  • William Devin

    Business DevelopmentCRD 2032305

  • Thomas Obrien

    Thomas Obrien

    Market Operations ManagerCRD 2152577

  • David D'amico

    David D'amico

    Head of Market OperationsCRD 2434880

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Wealth teams

FINTRX

Newly hired reps

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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
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