Kelson Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
149477
Registered since
September 3, 2009

Firm profile

FINTRX

Overview

Kelson Capital LLC is organized as a limited liability company with domestic entity and individual ownership. The firm's classification is listed as "Unclassified." Available profile fields indicate it does not operate as a capital allocator, does not identify as an active ESG investor, is not a multistate adviser, is not a newly formed adviser, does not provide pension consulting, and is not flagged as a related adviser.

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

Contacts

3 of 10
  • Thomas Barletta

    Thomas Barletta

    SalesCRD 5463917

  • Daniel Ledva

    Daniel Ledva

    Founding PartnerCRD 4607231

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

Unlock 7 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
2 Ravenglass Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth