Quattro M Securities Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
39289
Registered since
October 11, 1995

Firm profile

FINTRX

Overview

Quattro M Securities Inc. is a corporation that has been SEC-registered since 1995 and is held by an individual owner. The firm is listed without a defined classification in the available dataset and has not identified itself as a capital allocator. Public reporting on its activities is sparse: it does not self-identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The profile contains no disclosed details about fee schedules, client segments, or specific advisory services. The lack of substantive disclosures in the source suggests Quattro M Securities maintains a very limited public footprint. That could reflect a dormant entity, a private holding with minimal advisory activity, or simply an adviser that does not report typical operational details to the dataset used here.

Assets & Accounts

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

2 of 2
  • Kathleen Lange

    Chief Financial OfficerCRD 4474328

  • Eric Karle

    Chief Sales and Marketing RepresentativeCRD 4595854

Contacts

3 of 12
  • James Greico

    Institutional SalesCRD 1042380

  • Eugene Mauro

    Eugene Mauro

    FounderCRD 1277777

  • James Lamb

    James Lamb

    Stock BrokerCRD 1593714

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

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
501 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth