Candeal Securities, LLC
Firm details
- Headquarters
- Stuyvesant, New York
- CRD number
- 173523
- Registered since
- May 3, 2016
Firm profile
FINTRXOverview
Candeal Securities, LLC is organized as a limited liability company and is registered with the SEC as an investment adviser since 2016. FINTRX characterizes ownership as a mix of a domestic entity and an individual and classifies the firm as unclassified. The firm’s FINTRX profile provides very limited detail about its business model: entries for fee structure, client base, business activities and advisory activities are blank. Available flags on the profile indicate Candeal Securities is not identified as an active ESG investor, is not a capital allocator, is not a multi-state adviser, is not a pension consultant and is not listed as a related adviser. Those items, taken together with the missing operational disclosures, make it difficult to infer a clear client focus or service model from the record.
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
1 of 1Patrick Harris
Chief Compliance OfficerCRD 5748909
Contacts
1 of 1Kathleen Camisa
FinOpCRD 3239619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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