Flextrade LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
—
Advisory reps
17
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 registered as a limited liability company and shows an SEC registration date of 2001. The firm's FINTRX profile is sparsely populated and is classified as "unclassified." Ownership is recorded as a mix of a domestic entity and an individual. The record flags several negative attributes rather than affirmative services: the firm is not listed as a capital allocator, not identified as an active ESG investor, not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The profile does not list the firm's advisory activities, client types, fee structure, or business lines.

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

1 of 1
  • Vijay Kedia

    Vijay Kedia

    President, Chief Executive OfficerCRD 4399594

Contacts

3 of 16
  • Carl Serra

    Carl Serra

    DirectorCRD 3179039

  • Phyllis Emmanuel

    Vice PresidentCRD 1532848

  • Frank Aquila

    Frank Aquila

    Vice PresidentCRD 1566610

Unlock 13 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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