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 listed as an SEC-registered adviser as of 2024. The firm's ownership is identified as a combination of a domestic entity and an individual. Regulatory and classification fields available in the snapshot do not assign the firm to a conventional adviser category; it appears as "unclassified" in the source data. Available attributes indicate Ttbd, LLC does not operate as a capital allocator and is not flagged as an active ESG investor. The firm is not documented as a multi-state adviser, nor is it designated as a newly formed adviser in the provided data.

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

Owners & executives

2 of 2
  • PETER WEILER

    Chief Executive OfficerCRD 1634937

  • DAVID DON

    COOCRD 4826663

Contacts

3 of 3
  • JACQUELINE SLOAN NOWAK

    FinOpCRD 2717305

  • PATRICIA CERNY

    Compliance ConsultantCRD 4814964

  • 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth