Greenbird Capital LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
306692
Registered since
November 13, 2020

Firm profile

FINTRX

Overview

Greenbird Capital LLC is an SEC-registered limited liability company formed in 2020. FINTRX lists the firm as an unclassified advisory entity with ownership characterized as a mix of a domestic entity and an individual. Available records indicate the firm does not operate as a capital allocator, is not active on ESG investment initiatives, is not a multi-state adviser, and does not identify as a pension consultant or related adviser. The firm has not provided public details about its client mix, fee schedules, advisory services, or specific business activities.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 6
  • Michael Gestone

    Michael Gestone

    Registered RepresentativeCRD 5984302

  • Dylan Costello

    Registered RepresentativeCRD 8045756

  • Nikolas Costello

    Nikolas Costello

    FounderCRD 6840994

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
2500 N Military Trl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth