BAY CREST PARTNERS, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
105
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
39944
Registered since
January 24, 1996

Firm profile

FINTRX

Overview

BAY Crest Partners, LLC is organized as a limited liability company and has been registered with the SEC since 1996. Public filings describe ownership as a combination of a domestic entity and individual owner(s). The firm is classified as unclassified in the snapshot data and does not identify itself as a capital allocator, pension consultant, related adviser, or active ESG investor. The dataset provides no detail on the firm’s advisory services, investment process, fee schedule, or typical client 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

2 of 2
  • LISA CARBONARA

    Chief Compliance OfficerCRD 5227955

  • MICHAEL MANZO

    COOCRD 6386708

Contacts

3 of 103
  • Philip Leggiere

    ClerkCRD 7893501

  • PATRICK OLIPHANT

    TraderCRD 5172249

  • BRIAN WHELAN

    Sales TraderCRD 5719799

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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
40 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth