AGILE TRADING TECHNOLOGIES, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
BRYN MAWR, Pennsylvania
CRD number
306627
Registered since
October 19, 2020

Firm profile

FINTRX

Overview

Agile Trading Technologies, LLC is an SEC-registered limited liability company that entered SEC registration in 2020. The firm is owned by an individual and is classified in the source data as "unclassified" with no designation as a capital allocator. Several regulatory/operational flags in the dataset indicate it is not a multi-state adviser, not a pension consultant, not a related adviser, and not identified as an active ESG investor. Public-facing disclosures in the source are minimal: the firm did not provide detail on advisory activities, client types, fee schedules, or specific business lines. That limited disclosure constrains what can be said about the firm’s positioning or client focus beyond its legal form, registration year, and the owner type flagged in the profile.

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

3 of 3
  • Adriana Blanco Marquez

    Chief Compliance OfficerCRD 7778003

  • Curtis Richins

    CEOCRD 7208702

  • Philip Rasori

    Chief Technology OfficerCRD 7208748

Contacts

3 of 7
  • ANDREW RHODES

    Director of Technology & ReportingCRD 7309037

  • BENJAMIN ITKIN

    Registered RepresentativeCRD 7320494

  • Gregory Vacura

    PresidentCRD 7790318

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BRYN MAWR, PA

DELAWARE

Location

BRYN MAWR, PA

Headquartered in BRYN MAWR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
2 Town Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth