Tradier Brokerage, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
104982
Registered since
May 21, 2001

Firm profile

FINTRX

Overview

Tradier Brokerage, Inc. is organized as a corporation with a domestic/individual ownership structure. The firm’s public profile is sparse on specifics about its advisory or brokerage activities; classification is listed as unclassified. Available indicators show Tradier is not positioned as a capital allocator, is not identified as an active ESG investor, and is not documented as a multi-state adviser, pension consultant, or related 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

Contacts

3 of 14
  • Robert Curry

    Registered RepresentativeCRD 2336382

  • James Scott

    James Scott

    Registered RepresentativeCRD 2910813

  • Steven Bender

    FinOpCRD 2650187

Unlock 11 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
3420 Toringdon Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth