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 has been SEC-registered since 1999. The firm is listed as an unclassified entity and is owned at the domestic-entity and individual level. Available reporting indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not designated as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser. The dataset provides no detail on the firm’s advisory or business activities, fee schedules, or client segments. That lack of disclosed advisory detail, together with the other registry flags, is consistent with an entity that does not appear to operate as a traditional registered investment adviser with publicly reported advisory assets.

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

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Recent M&A activity

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Recent filings

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Awards

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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