EXPECT EQUITY LLC
Firm details
- Headquarters
- PIKESVILLE, Maryland
- CRD number
- 324496
- Registered since
- November 28, 2023
Firm profile
FINTRXOverview
Expect Equity LLC is a privately owned limited liability company that registered with the SEC in 2023. The firm is not positioned as a traditional advisory shop serving retail or institutional accounts; instead its reported activities identify it as a CPO/CTA and as a sponsor, general partner or managing member of pooled investment vehicles. It is not labeled a capital allocator, is not flagged as an active ESG investor, and does not report multi-state advisory operations or pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
2 of 2HALLIE LABEL
Founder and CEOCRD 4258089
JILL SEIDMAN
General Counsel and Chief Compliance OfficerCRD 5888375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PIKESVILLE, MD
BALTIMORE
Location
PIKESVILLE, MD
Headquartered in PIKESVILLE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE
- Address
- 1829 Reisterstown Rd
- Time zone
- ET (UTC-5)
- Office locations
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