Ttbd, LLC

Broker-DealerFINRA Member
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 owned by a combination of a domestic entity and an individual. Publicly available profile fields on the firm are sparse: the firm’s classification is listed as unclassified, and no descriptive entries were provided for its client base, advisory activities, business activities, or fee schedule. The record also indicates the firm does not operate as a capital allocator and does not identify itself as an active ESG investor, multi-state adviser, pension consultant, or a related adviser. Because the firm has not disclosed investment preferences, target client segments, or a stated advisory model in the source data, there is little to assess about its positioning or typical service offering beyond its legal form and ownership structure.

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

2 of 2
  • Peter Weiler

    Peter Weiler

    Chief Executive OfficerCRD 1634937

  • David Don

    David Don

    COOCRD 4826663

Contacts

3 of 3
  • Joan Kotowicz

    Joan Kotowicz

    Accounting AnalystCRD 1239979

  • Jacqueline Sloan Nowak

    FinOpCRD 2717305

  • Patricia Cerny

    Patricia Cerny

    Compliance ConsultantCRD 4814964

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth