Canam Investor Services, LLC

Broker-DealerFINRA Member
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 lists ownership that includes both a domestic entity and an individual. The firm’s public profile is sparse and it is classified as "Unclassified" in the available dataset, which indicates limited disclosure about its business model and service mix. The firm does not identify itself as a capital allocator and reports it is not an active ESG investor. It also does not characterize itself as a multi-state adviser, a pension consultant, or a related adviser. No business activities, advisory specialties, or client segments are provided in the source data.

Assets & Accounts

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
  • Peter Calabrese

    Peter Calabrese

    CEOCRD 4590054

  • Frank Ingraham

    Frank Ingraham

    Chief Compliance OfficerCRD 2918519

Contacts

3 of 6
  • Min Wu

    Min Wu

    Global Head of SalesCRD 6636856

  • Nicolas Buonagurio

    Nicolas Buonagurio

    Vice PresidentCRD 5264476

  • Tiffany Riordan

    FinOpCRD 6313437

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