CORNELL CAPITAL HOLDINGS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
OLEAN, New York
CRD number
319451

Firm profile

FINTRX

Overview

Cornell Capital Holdings LLC is organized as a limited liability company and is identified in filings as an investment adviser with an industry affiliation classified as "Other Investment Adviser." The firm appears to function chiefly as an adviser to private funds rather than as a traditional advisory practice serving retail advisory clients. Ownership is listed as an individual owner, and the adviser is not flagged as an active ESG investor, not a multi-state adviser, and not a pension consultant.

Assets & Accounts

Investments & Alternatives

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

2 of 2
  • Dana Cornell

    Chief Executive OfficerCRD 5022202

  • Meghan Johnson

    Chief Operating OfficerCRD 4928261

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OLEAN, NY

CATTARAUGUS

Location

OLEAN, NY

Headquartered in OLEAN, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area
Buffalo-Cheektowaga-Olean, NY
Region
Northeast
County
CATTARAUGUS
Address
125 S Union St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth