Baader Helvea Inc.

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
132007
Registered since
November 30, 2004

Firm profile

FINTRX

Overview

Baader Helvea Inc. is organized as a corporation and has been registered with the SEC since 2004. Ownership is listed as a combination of a foreign entity and an individual. The firm is classified in the source data as "Unclassified." Publicly reported details about the firm's advisory activities are sparse. The dataset indicates Baader Helvea Inc. does not present itself as a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser in the provided material.

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

2 of 2
  • Oliver Riedel

    Deputy Chief Executive OfficerCRD 4680070

  • Morgan Esq Deane

    Chief Executive OfficerCRD 6116799

Contacts

3 of 10
  • Sonja Schlagbauer

    Sonja Schlagbauer

    Equity Sales TraderCRD 8229927

  • Gregory Hintze

    Gregory Hintze

    Registered RepresentativeCRD 4283552

  • Henry Taylor

    Henry Taylor

    Registered RepresentativeCRD 6926270

Unlock 7 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
420 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth