Bloomberg Tradebook LLC

Broker-DealerFINRA Member
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 is listed in the FINTRX snapshot as "Unclassified." Ownership is indicated as a domestic entity/individual. According to the profile flags, the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not categorized as a multi-state or newly formed adviser. It is also not designated as a pension consultant or a related adviser. Publicly available FINTRX fields for this entity contain minimal operational detail: there are no disclosed entries for client base, fee structure, business activities, or advisory activities. That limited disclosure constrains ability to describe the firm's client focus, services, or compensation model from this data set.

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
  • Cristina Greco

    Cristina Greco

    Compliance OfficerCRD 6205639

  • Thomas Cullum

    Thomas Cullum

    FIT Product ManagerCRD 1007039

  • Stephen Winterstein

    Stephen Winterstein

    Product ManagerCRD 1143524

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth