SP8CEVC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
311174

Firm profile

FINTRX

Overview

Sp8cevc operates as a limited liability company and engages in various financial activities, including the sale of other financial products. The firm does not classify itself under any specific advisory activities and is not recognized as a capital allocator. It has a unique position in the financial landscape, primarily functioning as a salesperson for financial products, which may include a range of investment vehicles. Sp8cevc does not actively pursue ESG investments, indicating a focus on traditional investment strategies rather than sustainable or socially responsible options.

Assets & Accounts

Public Holdings

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

Contacts

1 of 1
  • Franz Almeida

    Managing PartnerCRD 7300028

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
26 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth