PCE Investment Bankers, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
—
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Winter Park, Florida
CRD number
45352
Registered since
October 7, 1998

Firm profile

FINTRX

Overview

PCE Investment Bankers, Inc. is a corporate investment bank first registered with the SEC in 1998. The firm is organized under a domestic entity/individual ownership structure and is classified primarily as an investment bank rather than a registered investment adviser or capital allocator. Publicly available snapshot data does not identify a client base, fee schedule, or specific advisory activities tied to discretionary asset management. Regulatory and activity flags in the source record indicate PCE Investment Bankers does not operate as a capital allocator, is not an active ESG investor, and is not designated as a multistate investment adviser. It is not listed as a pension consultant or as a related adviser to another registered advisory business.

Investments & Alternatives

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

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Melissa Holdcraft

    Melissa Holdcraft

    CoordinatorCRD 7371114

Contacts

3 of 29
  • Michael Poole

    Michael Poole

    Managing DirectorCRD 2794464

  • David Jasmund

    David Jasmund

    Managing DirectorCRD 3126887

  • Michael Rosendahl

    Michael Rosendahl

    Managing DirectorCRD 3278650

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Wealth teams

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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

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
200 E New England Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth