Bitooda Technologies LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
297644
Registered since
July 2, 2019

Firm profile

FINTRX

Overview

Bitooda Technologies LLC is organized as a limited liability company and is classified in FINTRX as an investment bank and placement agent. The firm was SEC-registered in 2019 and is owned by a combination of a domestic entity and an individual. FINTRX indicates the firm does not operate as a capital allocator and is not flagged as an active ESG investor, multi-state adviser, pension consultant, or related adviser. The placement-agent classification implies the firm's activities are likely focused on capital raising, investor introductions and distribution rather than discretionary portfolio management. FINTRX does not list detailed advisory or product lines for the firm.

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

1 of 1
  • Timothy Kelly

    Timothy Kelly

    Founder & CEOCRD 2297152

Contacts

3 of 4
  • Janice Parise

    Janice Parise

    FinOpCRD 2338583

  • Brian Megenity

    Brian Megenity

    CCOCRD 2889637

  • Alexander Krzak

    Alexander Krzak

    Principal Operations OfficerCRD 6349160

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
55 Arch St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth