Automated Equity Finance Markets, Inc.

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
147941
Registered since
December 18, 2008

Firm profile

FINTRX

Overview

Automated Equity Finance Markets, Inc. is organized as a corporation and is recorded as an SEC-registered entity since 2008. Ownership is noted as a combination of a domestic entity and an individual. The firm's regulatory classification in the dataset is "Unclassified," and it is not identified as a capital allocator. The profile flags several negative/no entries rather than positive competencies: the firm is not listed as an active ESG investor, is not a multi-state adviser, is not newly formed, and is not identified as a pension consultant or a related adviser. The firm did not provide descriptive information about its business activities, advisory services, or external affiliations in the available record.

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
  • Paul Nigrelli

    Paul Nigrelli

    CFOCRD 4572522

  • Kenneth Degiglio

    Kenneth Degiglio

    Chief Information OfficerCRD 4164903

  • Kumar Arvind

    Kumar Arvind

    Managing Director, Chief Technology OfficerCRD 6546197

Contacts

3 of 17
  • Michael Albanese

    Associate DirectorCRD 4133939

  • Marshall Lobell

    Marshall Lobell

    Senior AssociateCRD 7038937

  • Brandon Shapiro

    Brandon Shapiro

    Vice PresidentCRD 6989307

Unlock 14 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
225 Liberty St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth