SLD America Equities, Inc.

Broker-DealerFINRA MemberEst. 1994
Total AUM
Advisory reps
30
Avg account
$0

Firm details

Headquarters
West Chester, Pennsylvania
CRD number
36259
Registered since
August 18, 1994

Firm profile

FINTRX

Overview

SLD America Equities, Inc. is organized as a corporation and has been SEC-registered since 1994. Publicly available disclosures classify the entity as "Unclassified" and identify ownership as a combination of a domestic entity and an individual. The profile flags indicate the company is not a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser; it also is not recorded as a newly formed adviser, pension consultant, or related adviser. The dataset provides very limited detail about SLD America Equities' client mix, fee arrangements, specific business lines, or advisory services. That lack of granularity constrains any assessment of target clients, product shelf, or service model based on these records alone.

Location & Offices

Investment profile

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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
  • Chad Eslinger

    Chad Eslinger

    Chief ComplianceCRD 4182299

Contacts

3 of 29
  • Margaret Fuller

    Senior Compliance AnalystCRD 2956127

  • John Pankratz

    Registered RepresentativeCRD 4083900

  • Patrick Wallen

    Registered RepresentativeCRD 4121092

Unlock 26 more contacts

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

West Chester, PA

Chester

Location

West Chester, PA

Headquartered in West Chester, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
1475 Dunwoody Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth