FDX CAPITAL LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
119302
Registered since
July 23, 2002

Firm profile

FINTRX

Overview

FDX Capital LLC is organized as a limited liability company that has been SEC-registered since 2002. Publicly reported firm attributes identify the owner type as a combination of a domestic entity and an individual and classify the adviser as "Unclassified." The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser according to the available record. The dataset does not list the firm's advisory activities, fee structure, or client segments.

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 4
  • MICHAEL MONTAGUE

    Chief Operating OfficerCRD 5121305

  • JEFFRY BROWN

    CEOCRD 1093374

  • Douglas Preveza

    Chief Compliance OfficerCRD 2692333

Unlock 1 more executives

Contacts

3 of 13
  • Michael Whitney

    Managing DirectorCRD 5471552

  • Demian Waldman

    Managing PartnerCRD 7210829

  • Andre Baptista Villela

    Finance ManagerCRD 7069773

Unlock 10 more contacts

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
515 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth