Cevidica Securities Group LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
104422
Registered since
May 10, 2001

Firm profile

FINTRX

Overview

Cevidica Securities Group LLC is organized as a limited liability company and is SEC-registered since 2001. FINTRX classifies the firm as unclassified and identifies the owner type as a combination of a domestic entity and an individual. Regulatory and operational flags in the snapshot indicate the firm is not listed as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state adviser. It also is not recorded as a newly formed adviser, pension consultant, or related adviser.

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
  • William Mayer

    CEOCRD 4271641

Contacts

2 of 2
  • William Rankel

    William Rankel

    FinOpCRD 2074785

  • Behzad Taufiq

    Behzad Taufiq

    Managing PrincipalCRD 7960861

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
400 W 61st St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth