GA Pccv Bd, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
319308
Registered since
May 31, 2023

Firm profile

FINTRX

Overview

GA Pccv Bd, LLC is organized as a limited liability company and is SEC-registered as of 2023. Ownership is reported as a combination of a domestic entity and individual owners. The firm is listed with an unclassified adviser type and is not designated as a capital allocator. According to the snapshot, GA Pccv Bd, LLC does not identify as an active ESG investor, is not a multi-state adviser, and is not flagged as a pension consultant or related adviser. The available profile does not include descriptions of client segments, fee schedules, or the specific advisory services the firm provides.

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

2 of 2
  • Jeffrey Rowbottom

    Jeffrey Rowbottom

    CEOCRD 2606093

  • Samantha Santiago-Paez

    Samantha Santiago-Paez

    Chief Compliance OfficerCRD 4369755

Contacts

2 of 2
  • Hasnain Naveed

    FinOpCRD 7004810

  • Justin Kotzin

    Justin Kotzin

    Managing DirectorCRD 4850207

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
52 St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth