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 a limited liability company that registered with the SEC in 2013. Public filings classify the firm as "unclassified" and list ownership as a combination of a domestic entity and an individual. The available snapshot shows the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the provided data. Details on the firm's advisory activities, fee model, client segments or business lines were not supplied in the material provided.

Assets & Accounts

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

    Chief Information Security OfficerCRD 2640278

  • Craig Resnick

    Chief Financial OfficerCRD 5718420

  • JACK DUKESHERER

    Chief Compliance OfficerCRD 5671449

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Contacts

3 of 35
  • Timur MartinezSmirnov

    Operations AssociateCRD 7508181

  • William Kacani

    Compliance AssociateCRD 7542987

  • STEFAN PARKER

    Business DevelopmentCRD 6196970

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth