IEX Services LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
40
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
167872
Registered since
September 17, 2013

Firm profile

FINTRX

Overview

IEX Services LLC is organized as a limited liability company and has been SEC-registered since 2013. The firm is listed as owned by a domestic entity and an individual and is classified as unclassified in available records. Public-facing detail about the firm’s advisory business, service lines, or client segments is minimal; the firm has not provided additional information about its activities or affiliations. The snapshot metadata indicates IEX Services LLC does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It is also not listed as a pension consultant or a related adviser.

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

Owners & executives

3 of 5
  • Thomas Wonica

    Thomas Wonica

    Chief Information Security OfficerCRD 2640278

  • Craig Resnick

    Chief Financial OfficerCRD 5718420

  • Jack Dukesherer

    Jack Dukesherer

    Chief Compliance OfficerCRD 5671449

Unlock 2 more executives

Contacts

3 of 35
  • Timur MartinezSmirnov

    Timur MartinezSmirnov

    Operations AssociateCRD 7508181

  • William Kacani

    William Kacani

    Compliance AssociateCRD 7542987

  • Stefan Parker

    Stefan Parker

    Business DevelopmentCRD 6196970

Unlock 32 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
3 World Trade Ctr 175 Greenwic St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth