Ttbd, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327863
- Registered since
- June 3, 2024
Firm profile
FINTRXOverview
Ttbd, LLC is organized as a limited liability company and is recorded as SEC-registered as of 2024. Ownership is listed as a mix of a domestic entity and an individual. The firm’s classification in the available record is "unclassified," and it is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor. It is also not flagged as a multi-state adviser. The public record contains no entries for client segments, fee schedule, core business activities, or specific advisory services. That absence makes it impossible to characterize the firm’s target clientele, fee model, or service offering from the dataset provided.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Peter Weiler
Chief Executive OfficerCRD 1634937

David Don
COOCRD 4826663
Contacts
3 of 3Jacqueline Sloan Nowak
FinOpCRD 2717305

Patricia Cerny
Compliance ConsultantCRD 4814964

Joan Kotowicz
Accounting AnalystCRD 1239979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 461 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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