Viewtrade Securities, Inc.

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
33
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
46987
Registered since
November 19, 1999

Firm profile

FINTRX

Overview

Viewtrade Securities, Inc. is organized as a corporation and appears in regulatory records as having first registered with the SEC in 1999. Ownership is recorded as a domestic entity and individual combination, and the firm is categorized in the dataset as unclassified rather than under a specific advisory model. Regulatory flags in the profile indicate it does not function as a capital allocator and does not identify as an active ESG investor. The record also shows it is not registered as a multi-state adviser, is not newly formed, and does not list pension consulting or related-adviser status. Several standard profile fields (business activities, advisory services, fee structure and client base) are not populated in the available record.

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
  • Megan Deihl

    Megan Deihl

    Chief Financial OfficerCRD 2895988

  • Mark Ford

    Mark Ford

    Chief Compliance OfficerCRD 1913958

Contacts

3 of 31
  • Christopher Meyers

    Christopher Meyers

    Financial and Operations PrincipalCRD 6122487

  • Robert Dombrowski

    Robert Dombrowski

    Co-Founder & Managing DirectorCRD 1387034

  • James Stclair

    James Stclair

    PresidentCRD 1550599

Unlock 28 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
7280 W Palmetto Park Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth