Candeal Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Stuyvesant, New York
CRD number
173523
Registered since
May 3, 2016

Firm profile

FINTRX

Overview

Candeal Securities, LLC is organized as a limited liability company with ownership split between a domestic entity and an individual. Publicly reported classifications leave the firm unclassified in the usual advisor categories. The firm is not identified as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser. It also does not report being a newly formed adviser, a pension consultant, or a related adviser. Available filings do not supply specifics about the firm’s client segments, fee model, or core advisory activities, so its market positioning and target client types are not disclosed in the materials provided.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stuyvesant, NY

Columbia

Location

Stuyvesant, NY

Headquartered in Stuyvesant, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.

Metro area
Albany-Schenectady, NY
Region
Northeast
County
Columbia
Address
396 Schoolhouse Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth