AEC Transaction Services LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
27
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
327839
Registered since
May 22, 2024

Firm profile

FINTRX

Overview

AEC Transaction Services LLC is organized as a limited liability company and is classified in the dataset as an investment bank. Ownership is identified as a combination of a domestic entity and an individual. The firm is not listed as a capital allocator, is not flagged as an active ESG investor, and is not described as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. No description of its day-to-day business activities or advisory services was provided.

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

Contacts

3 of 27
  • Rosalba Ragusa

    Rosalba Ragusa

    Finance ManagerCRD 2830587

  • Zachary Gray

    Zachary Gray

    DirectorCRD 5818587

  • Vicente Amengual

    Vicente Amengual

    Vice PresidentCRD 6043868

Unlock 24 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
25 W 43rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth