Choicetrade
Firm details
- Headquarters
- East Brunswick, New Jersey
- CRD number
- 104021
- Registered since
- September 22, 2000
- Website
- www.choicetrade.com
Firm profile
FINTRXOverview
Choicetrade is a corporate registered investment adviser first registered with the SEC in 2000. Public records list ownership involving both a domestic entity and an individual, and the firm is categorized as unclassified in the available dataset. The firm does not identify itself as a capital allocator, nor as an active ESG investor. Available regulatory metadata also shows Choicetrade is not designated as a multi-state adviser, and it is not listed as a pension consultant or related adviser. The source material contains minimal detail about the firm’s client types, fee arrangements, advisory services, or investment strategy.
Assets & Accounts
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
3 of 3
Richard Bertematti
Chief Technology OfficerCRD 2721568
Ronald Buckner
Chief Financial OfficerCRD 3220403
Neville Golvala
President, CEOCRD 1710355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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