State Street Global Markets, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
116
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
285852
Registered since
March 16, 2017

Firm profile

FINTRX

Overview

State Street Global Markets, LLC is organized as a limited liability company and is shown as SEC-registered since 2017. The FINTRX snapshot classifies ownership as a domestic entity and/or individual and lists the firm as “unclassified” for its business type. The profile indicates the entity does not present itself as a capital allocator and does not identify as an active ESG investor. FINTRX provides limited public detail on the firm’s advisory activities, fee arrangements, or broader business functions.

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

Owners & executives

1 of 1
  • Colleen Haddad

    Colleen Haddad

    ContractorCRD 2294148

Contacts

3 of 115
  • Chris Scharver

    Chris Scharver

    Vice PresidentCRD 1902999

  • Edouard Dejoux

    Edouard Dejoux

    Head of Trading, AmericasCRD 1867482

  • Vinod Kumar

    Vinod Kumar

    Assistant Vice PresidentCRD 7474332

Unlock 112 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 144

Active vs passive

$22.8B in ETFs

Passive

92%

$21B

Active

2%

$1.8B

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL)State StreetPassiveLong Government$1.8B68,517,6367.91%

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth