Olden Lane Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Bridgewater, New Jersey
CRD number
173847
Registered since
June 12, 2015

Firm profile

FINTRX

Overview

Olden Lane Securities, LLC is organized as a limited liability company and is recorded as a domestic entity with an individual ownership structure. Public data about the firm's business model, advisory activities and client focus is minimal; its classification in the dataset is “Unclassified,” and the firm has not identified itself as a capital allocator, pension consultant, or related adviser. The record also indicates the firm does not position itself as an active ESG investor and is not listed as a multi-state adviser or a newly formed adviser. Taken together, the available attributes point to a firm with limited publicly disclosed activity and a compact operating profile. Because core fields such as stated advisory services, fee structure and client segments are blank in the source, the firm’s primary lines of business and how it sources or serves clients cannot be determined from the dataset alone.

Assets & Accounts

Investments & Alternatives

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
  • Joseph Giordano

    Chief Compliance OfficerCRD 2766544

Contacts

3 of 7
  • Michael Macchiarola

    Michael Macchiarola

    PartnerCRD 4444494

  • Yuen Na Chun

    FinOpCRD 2219603

  • Lawrence Rascio

    Lawrence Rascio

    Head of Fixed Income TradingCRD 2886904

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bridgewater, NJ

Somerset

Location

Bridgewater, NJ

Headquartered in Bridgewater, NJ, 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
Somerset
Address
100 Somerset Corporate Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth