Bitooda Technologies LLC

Broker-DealerFINRA Member
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 as an investment bank and placement agent. That positioning suggests the firm's primary activity is arranging capital and facilitating private placements rather than functioning as a traditional asset manager or allocator; the available data explicitly indicates it is not a capital allocator. Ownership is reported as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor, is not listed as a multi-state adviser, and does not present itself as a pension consultant or related adviser. Other advisory or business activities were not provided in the source data.

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
  • Brian Megenity

    Brian Megenity

    Chief Compliance OfficerCRD 2889637

  • Timothy Kelly

    Timothy Kelly

    Founder & CEOCRD 2297152

Contacts

3 of 3
  • Janice Parise

    Janice Parise

    FinOpCRD 2338583

  • Alexander Krzak

    Alexander Krzak

    Principal Operations OfficerCRD 6349160

  • Aidan Best

    Aidan Best

    Institutional Sales AnalystCRD 8304337

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