Bloomberg Tradebook LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
107
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 has been SEC-registered since 1996. The firm is listed as owned by a domestic entity and/or an individual and is classified in the source data as "Unclassified." The profile flags Bloomberg Tradebook LLC as not acting as a capital allocator and not identifying as an active ESG investor. Available data does not describe the firm's client segments, fee schedules, specific advisory activities, or core business lines. Several status flags are negative: the firm is not marked as a multi-state adviser, not newly formed, and not identified as a pension consultant or related adviser. Those points, together with the lack of disclosed investment or advisory detail, suggest the dataset captures basic regulatory and structural attributes but does not provide an operational or product-level picture.

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 107
  • Ryan Mahon

    Ryan Mahon

    Account ManagerCRD 7877864

  • Harold Anderson

    Harold Anderson

    Head of Electronic TradingCRD 5401630

  • Steven Despres

    Steven Despres

    Electronic Trading SolutionsCRD 4178506

Unlock 104 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth