IEX Services LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
41
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 is registered with the SEC since 2013. The firm is listed as having a domestic entity/individual ownership structure and is categorized as unclassified in the available data. The firm is not identified as a capital allocator and is recorded as not being an active ESG investor. It is not designated as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The record contains no detail on the firm’s client segments, fee schedule, core business activities, or specific advisory offerings.

Assets & Accounts

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Contacts

3 of 36
  • Timur MartinezSmirnov

    Timur MartinezSmirnov

    Operations AssociateCRD 7508181

  • William Kacani

    William Kacani

    Compliance AssociateCRD 7542987

  • Stefan Parker

    Stefan Parker

    Business DevelopmentCRD 6196970

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth