Investcloud Bd LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
335447
Registered since
September 15, 2026

Firm profile

FINTRX

Overview

Investcloud Bd LLC is organized as a limited liability company and is recorded as being owned by a combination of a domestic entity and an individual. The firm is classified in the source data as "Unclassified." The snapshot indicates it is not a capital allocator, does not identify as an ESG investor, and is not listed as a multi-state adviser, pension consultant, or related adviser. The firm has not supplied detail in the snapshot about its advisory activities, fee model, or typical client segments.

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

Contacts

3 of 3
  • Heather Bellini

    Business Unit LeaderCRD 2184801

  • Yulia Kalk

    Yulia Kalk

    Outsourced CCOCRD 2612028

  • Virginia Voos

    Virginia Voos

    DirectorCRD 4576740

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
810 7th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth