Ttbd, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
327863
Registered since
June 3, 2024

Firm profile

FINTRX

Overview

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

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

2 of 2
  • Peter Weiler

    Peter Weiler

    Chief Executive OfficerCRD 1634937

  • David Don

    David Don

    COOCRD 4826663

Contacts

3 of 3
  • Jacqueline Sloan Nowak

    FinOpCRD 2717305

  • Patricia Cerny

    Patricia Cerny

    Compliance ConsultantCRD 4814964

  • Joan Kotowicz

    Joan Kotowicz

    Accounting AnalystCRD 1239979

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth