T.R. Winston & Company, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Bedminster, New Jersey
CRD number
10571
Registered since
April 30, 1982

Firm profile

FINTRX

Overview

T.R. Winston & Company, LLC is organized as a limited liability company with individual ownership. Publicly available data on the firm's business model is minimal: the firm is classified as "Unclassified" in the source file and has not reported details such as advisory activities, client segments, or fee schedules. The database flags the firm as not acting as a capital allocator, not identifying as an active ESG investor, and not operating as a multi-state adviser.

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
  • G Runnels

    G Runnels

    Chairman & CEOCRD 1415264

Contacts

3 of 19
  • Susan Dumont

    Susan Dumont

    CCOCRD 2346501

  • Mitchell Ratner

    Mitchell Ratner

    TraderCRD 1057389

  • Elise Drake

    CRD 1704554

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bedminster, NJ

Somerset

Location

Bedminster, NJ

Headquartered in Bedminster, NJ, 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
Somerset
Address
376 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth