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 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
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 2
Frank 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
Similar firms
Cion Securities, LLC
Broker-DealerNew York, NY
Belmont Capital
Broker-DealerNew York, NY
Bradley Woods & Co Ltd.
Broker-DealerNew York, NY
Jefferies LLC
Broker-DealerNew York, NY
Muriel Siebert & Co, LLC
Broker-DealerNew York, NY
GLC Securities, LLC
Broker-DealerNew York, NY