BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
125
Avg account
$0

Firm details

Headquarters
EDGEWOOD, New York
CRD number
114212
Registered since
January 2, 2002

Firm profile

FINTRX

Assets & Accounts

Broadridge Business Process Outsourcing, LLC is organized as a limited liability company and has been SEC-registered since 2002. The entity reports no advisory clients: the dataset shows 0 clients and an average client size of $0.00. There is no breakdown of account types, AUM, or average account size in the available material, which suggests the firm does not operate as a conventional asset manager reporting client assets.

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

Owners & executives

3 of 3
  • Abhishek Khandelwal

    Chief Administration OfficerCRD 5177567

  • CHARLES SAX

    Chief Financial OfficerCRD 1821188

  • James Kwiatkowski

    Chief Executive OfficerCRD 4624517

Contacts

3 of 122
  • John Whittle

    Senior Operations ExecutiveCRD 6146678

  • MATTHEW GURBA

    Operations ManagerCRD 5148061

  • GLENNA REYES

    Accounting SupervisorCRD 3074088

Unlock 119 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EDGEWOOD, NY

SUFFOLK

Location

EDGEWOOD, NY

Headquartered in EDGEWOOD, 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
SUFFOLK
Address
300 Executive Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth