CANAM INVESTOR SERVICES, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 158539
- Registered since
- October 25, 2012
- Website
- canaminvestor.com
Firm profile
FINTRXOverview
Canam Investor Services, LLC is an SEC-registered limited liability company that has been on the SEC register since 2012. The firm is listed as owned by a domestic entity and an individual and is classified in the dataset as "Unclassified." The profile does not include disclosed descriptions of the firm's advisory services, client segments, fee schedules or specific business activities. The dataset flags a number of firm attributes: Canam is not identified as a capital allocator, it is not an active ESG investor, it is not registered as a multi-state adviser, it is not newly formed, and it does not present itself as a pension consultant or related adviser in the available records.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2FRANK INGRAHAM
Chief Compliance OfficerCRD 2918519
PETER CALABRESE
Chief Compliance OfficerCRD 4590054
Contacts
3 of 6Li Wen
Registered RepresentativeCRD 7902290
Tiffany Riordan
FinOpCRD 6313437
Sharline Rodriguez
VP, OperationsCRD 6914936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 48 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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