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 is recorded as SEC-registered in 2021. Public filings list the firm as owned by an individual and classified as "unclassified" in the available dataset. The firm is not identified as a capital allocator and does not report itself as an active ESG investor. It is also not designated as a multi-state adviser, a pension consultant, or a related adviser. The firm did not supply descriptive detail about its advisory activities, fee model, target client segments, or investment process in the source data. That limits visibility into how it positions itself in the market or how it sources and manages client capital.
Assets & Accounts
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
Donald Pollard
CEO and CCOCRD 2181631

Victor Samuel
Founder and CEOCRD 2823668
Contacts
3 of 6
Kenneth George
FinOpCRD 2643369
Daniel Beaton
FinOpCRD 4240769

James Oates
ConsultantCRD 1193394
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
Similar firms
Transamerica Investors Securities, LLC
Broker-DealerHarrison, NY
FAR Hills Group, LLC
Broker-DealerNew York, NY
Sage, Rutty & Co, Inc.
Broker-DealerRochester, NY
Purshe Kaplan Sterling Investments
Broker-DealerAlbany, NY
Abacus International Capital Corp.
Broker-DealerNew York, NY
Kiwoom Securities (USA) Inc.
Broker-DealerNew York, NY