Flextrade LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Great Neck, New York
CRD number
113226
Registered since
December 5, 2001

Firm profile

FINTRX

Overview

Flextrade LLC is a limited liability company that has been SEC-registered since 2001. Public records identify ownership as a combination of a domestic entity and individuals and list the firm's classification as unclassified. The firm is not identified as a capital allocator. Flextrade does not present itself as an active ESG investor and is not registered as a multi-state adviser. It is not described as a newly formed adviser, does not serve as a pension consultant, and is not listed as a related adviser in available disclosures. Public disclosures from the firm are limited: there is little or no detail provided about client segments, fee schedules, core business lines, advisory services, investment strategy, holdings, or affiliated activities. That lack of detail constrains any further assessment of how the firm allocates assets, uses alternatives, or positions itself competitively.

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

1 of 1
  • Vijay Kedia

    Vijay Kedia

    President, Chief Executive OfficerCRD 4399594

Contacts

3 of 17
  • Nicholas D'angelo

    Nicholas D'angelo

    Vice President, Client ServicesCRD 2419301

  • Peter Mulieri

    Peter Mulieri

    Product ManagerCRD 2140755

  • Perry Saar

    SupportCRD 4745415

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Great Neck, NY

Nassau

Location

Great Neck, NY

Headquartered in Great Neck, 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
Nassau
Address
111 Great Neck Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth