PCE Investment Bankers, Inc.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
30
Avg account
$0

Firm details

Headquarters
Winter Park, Florida
CRD number
45352
Registered since
October 7, 1998

Firm profile

FINTRX

Overview

PCE Investment Bankers, Inc. is organized as a corporation and is classified as an investment bank. The firm has an SEC registration date listed as 1998 and is owned by a combination of a domestic entity and an individual. Available data indicate PCE does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, nor as a newly formed adviser, pension consultant, or related adviser. Several fields that would normally describe client segments, fee models, and specific advisory or business activities are not populated in the source data.

Assets & Accounts

Location & Offices

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

1 of 1
  • Melissa Holdcraft

    Melissa Holdcraft

    CoordinatorCRD 7371114

Contacts

3 of 29
  • Jennifer Dodich

    Jennifer Dodich

    Marketing SpecialistCRD 6727155

  • Ariel Leibowitz

    Ariel Leibowitz

    AssociateCRD 7765434

  • Michael Rosendahl

    Michael Rosendahl

    Managing DirectorCRD 3278650

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Wealth teams

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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

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
200 E New England Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth