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 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
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 3
Joan Kotowicz
Accounting AnalystCRD 1239979
Jacqueline Sloan Nowak
FinOpCRD 2717305

Patricia Cerny
Compliance ConsultantCRD 4814964
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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