Speedtrader, Inc

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Katonah, New York
CRD number
107403
Registered since
April 23, 2001

Firm profile

FINTRX

Overview

Speedtrader, Inc is a corporate entity that has been registered with the SEC since 2001. Regulatory and profile fields show the firm is classified as "Unclassified" and is owned by a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser according to the available registry flags. Public-facing disclosure on business activities, advisory services, fee schedules, and client demographics is minimal in the source data, so the firm's specific client focus and service offering are not documented here.

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
  • Joseph Ely

    Joseph Ely

    CEOCRD 2936519

Contacts

3 of 9
  • Gideon Valentin

    Gideon Valentin

    RepresentativeCRD 4840207

  • Shi Cao

    Shi Cao

    Vice PresidentCRD 5021524

  • Todd Tabacco

    Todd Tabacco

    Stock LoanCRD 4623268

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Katonah, NY

Westchester

Location

Katonah, NY

Headquartered in Katonah, 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
Westchester
Address
2875 Route 35
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth