T.R. Winston & Company, LLC

Broker-DealerFINRA MemberEst. 1982
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 an individually owned limited liability company that has been SEC-registered since 1982. The firm's regulatory snapshot classifies it as "unclassified" and identifies it as neither a capital allocator nor an active ESG investor. The data set does not provide details about the firm's client segments, fee model, or specific advisory activities.

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
  • Mitchell Ratner

    Mitchell Ratner

    TraderCRD 1057389

  • Daniel Hopson

    CRD 5676531

  • Matthew Jachera

    Matthew Jachera

    Equity SalesCRD 6505625

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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