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 organized as a limited liability company and is recorded as an SEC-registered adviser since 2012. Public filings classify the firm as "Unclassified" and identify its ownership as a domestic entity and individual. FINTRX flags the firm as not being a capital allocator and not active on ESG initiatives; it is also not listed as a multistate adviser, pension consultant, or related adviser. The available descriptors point to a very limited public footprint rather than a defined product menu or distinct investment positioning.

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

    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