BLOOMBERG TRADEBOOK LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
106
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
40881
Registered since
November 1, 1996

Firm profile

FINTRX

Overview

Bloomberg Tradebook LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered entity since 1996. The record classifies ownership as a domestic entity or individual and labels the firm’s classification as unclassified. The FINTRX entry provides minimal detail about advisory or capital-allocation activity: the firm is identified as not acting as a capital allocator and is not flagged as a multi-state adviser. The profile also indicates the firm is not an active ESG investor and is not listed as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 106
  • Ryan Mahon

    Account ManagerCRD 7877864

  • HAROLD ANDERSON

    Head of Electronic TradingCRD 5401630

  • STEVEN DESPRES

    Electronic Trading SolutionsCRD 4178506

Unlock 103 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
731 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth