CANDEAL SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2016
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 and appears on SEC records dating back to 2016. Filings identify the owner type as a combination of a domestic entity and an individual. The firm is categorized as unclassified and is not identified as a capital allocator. It does not position itself as an active ESG investor, is not registered as a multi-state adviser, and is not recorded as a pension consultant or a related adviser. The submission contains minimal disclosure about business lines, fee schedules, client segments, or advisory services; those items were not provided in the available 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

1 of 1
  • PATRICK HARRIS

    Chief Compliance OfficerCRD 5748909

Contacts

1 of 1
  • KATHLEEN CAMISA

    FinOpCRD 3239619

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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