State Street Global Markets, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
117
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 registered with the SEC as a limited liability company (registration year listed as 2017). The dataset provides only high-level firm metadata: the firm is classified as unclassified in the source, does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state or newly formed adviser. Several advisor attributes (fee structure, client base, advisory activities) are not populated in the available record.

Assets & Accounts

Public Holdings

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 116
  • 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 113 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 134

Active vs passive

$22.8B in ETFs

Passive

92%

$21B

Active

2%

$1.7B

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL)State StreetPassiveLong Government$2B77,418,9768.91%

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth