Matrix Executions, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
69
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
38455
Registered since
February 7, 1996

Firm profile

FINTRX

Overview

Matrix Executions, LLC is organized as a limited liability company and appears on the SEC registry with an initial registration year of 1996. The ownership structure is reported as a mix of a domestic entity and an individual. In the dataset the firm is classified as "Unclassified" and is not identified as a capital allocator, pension consultant, related adviser, or a multi-state adviser. The firm is not flagged as an active ESG investor. The submission from the firm does not include granular descriptions of its advisory activities, fee schedule, or client segmentation within this dataset. That limits visibility into its business model and target client types from public filings alone.

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

Owners & executives

3 of 6
  • Jordan Naylor

    Jordan Naylor

    Chief Executive Officer & Co-FounderCRD 2502309

  • Denise Skweres

    Denise Skweres

    Chief Compliance OfficerCRD 5332253

  • Zohaib Raza

    Zohaib Raza

    Chief Financial OfficerCRD 7049272

Unlock 3 more executives

Contacts

3 of 63
  • Edilberto Vega

    Edilberto Vega

    Trade Support SpecialistCRD 2599652

  • Nicolas Morelli

    DeveloperCRD 7094457

  • McKenna Schuler

    McKenna Schuler

    Trading & Operations AnalystCRD 7835648

Unlock 60 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
141 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth