Choicetrade

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
East Brunswick, New Jersey
CRD number
104021
Registered since
September 22, 2000

Firm profile

FINTRX

Overview

Choicetrade is listed as a corporate entity with ownership described as a combination of a domestic entity and an individual. The firm is categorized as "Unclassified" in the snapshot and the profile flags indicate it does not serve as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser. FINTRX contains very limited disclosure about Choicetrade’s business activities and advisory services, so public data do not describe client segments, fee schedules, or investment mandates.

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

3 of 3
  • Neville Golvala

    President, CEOCRD 1710355

  • Richard Bertematti

    Richard Bertematti

    Chief Technology OfficerCRD 2721568

  • Ronald Buckner

    Chief Financial OfficerCRD 3220403

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

East Brunswick, NJ

Middlesex

Location

East Brunswick, NJ

Headquartered in East Brunswick, NJ, 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
Middlesex
Address
65 Milltown Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth