CANAM INVESTOR SERVICES, LLC

Broker-DealerFINRA MemberEst. 2012
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
158539
Registered since
October 25, 2012

Firm profile

FINTRX

Overview

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

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

2 of 2
  • FRANK INGRAHAM

    Chief Compliance OfficerCRD 2918519

  • PETER CALABRESE

    Chief Compliance OfficerCRD 4590054

Contacts

3 of 6
  • Li Wen

    Registered RepresentativeCRD 7902290

  • Tiffany Riordan

    FinOpCRD 6313437

  • Sharline Rodriguez

    VP, OperationsCRD 6914936

Unlock 3 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
48 Wall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth