Tradelink Securities, LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
131341
Registered since
September 29, 2004

Firm profile

FINTRX

Overview

Tradelink Securities, LLC is organized as a limited liability company and has been SEC-registered since 2004. FINTRX classifies the firm as "Unclassified" and lists the owner type as a domestic entity and individual. The record indicates the firm is not a capital allocator and is not identified as an active ESG investor. Public disclosures about the firm's business lines, advisory activities, client types or affiliations are limited. Several FINTRX flags show the firm is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser, which together suggest a narrow or nontraditional regulatory profile relative to many registered investment advisers.

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
  • Harlan Moeckler

    Harlan Moeckler

    Chief Financial OfficerCRD 1243848

Contacts

3 of 6
  • Terry Regas

    Director of ComplianceCRD 2258786

  • Jennifer Lidel

    PresidentCRD 2898591

  • David Mattison

    Equity TraderCRD 4138256

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
New World Tower N Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth