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 is registered with the SEC since 1994. FINTRX characterizes the owner type as a domestic entity with an individual owner and lists the firm's regulatory classification as unclassified. The profile notes that the firm is not a capital allocator and is not identified as an active ESG investor. FINTRX also flags the firm as not being a multistate adviser, not newly formed, not serving as a pension consultant, and not a related adviser. The snapshot does not include specific descriptions of the firm's advisory activities, business lines, client segments, or fee arrangements.

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

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

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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