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 registered with the SEC since 2004. The firm's ownership is listed as a mix of a domestic entity and an individual. The dataset classifies the firm as "Unclassified" and indicates it is not a capital allocator, not an active ESG investor, not a multistate adviser, not a pension consultant, and not a related adviser. Public disclosures in the provided dataset are sparse: the firm did not report its fee structure, client segments, or specific advisory and business activities. That lack of detail makes it difficult to identify a clear market positioning or target client profile from the available records.

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