Adelphi Stock Brokers
Firm details
- Headquarters
- Sands Point, New York
- CRD number
- 309048
- Registered since
- October 13, 2021
- Website
- www.linkedin.com
Firm profile
FINTRXOverview
Adelphi Stock Brokers is organized as a corporation and appears in public filings as an SEC-registered adviser since 2021. Ownership is listed as an individual rather than an institutional owner, and the firm is classified in the dataset as "Unclassified." The record indicates the firm is not a capital allocator and is not flagged as an active ESG investor. The dataset provides very limited operational detail. Fields for business activities, advisory activities, client base, and fee structure are not populated in the source, and the firm is not identified as a multistate adviser, pension consultant, related adviser, or a newly formed adviser. The available disclosures are sparse, which makes it difficult to characterize the firm's target clients, service model, or advisory offerings from the provided data alone.
Assets & Accounts
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
Donald Pollard
CEO and CCOCRD 2181631

Victor Samuel
Founder and CEOCRD 2823668
Contacts
3 of 6
Sandra Clarke
Managing DirectorCRD 7607103

James Oates
ConsultantCRD 1193394

Rahul Dasari
Corporate Development AnalystCRD 8044801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sands Point, NY
Nassau
Location
Sands Point, NY
Headquartered in Sands Point, 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
- Nassau
- Address
- 40 Cornwall Ln
- Time zone
- ET (UTC-5)
- Office locations
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