Tradelink Securities, LLC

Broker-DealerFINRA Member
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 listed as a limited liability company. The FINTRX record identifies ownership as a combination of a domestic entity and an individual and classifies the firm as "Unclassified." Beyond basic entity information, the dataset provides little detail about the firm's service model, client segments, fee arrangements, or day-to-day advisory activities. On several structural attributes FINTRX flags the firm negatively: it is not identified as a capital allocator, is not marked as an active ESG investor, is not recorded as a pension consultant, and is not designated as a related adviser or a newly formed adviser. The profile also indicates the firm is not a multi-state adviser, though the office-location data (below) appears to suggest activity in more than one state.

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

Contacts

3 of 7
  • Harlan Moeckler

    Harlan Moeckler

    ConsultantCRD 1243848

  • Terry Regas

    Director of ComplianceCRD 2258786

  • Jennifer Lidel

    PresidentCRD 2898591

Unlock 4 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth