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 has been SEC-registered since 1998. FINTRX classifies the firm as an investment bank rather than a capital allocator or discretionary asset manager. Ownership is listed as a mix of a domestic entity and an individual. The firm is not flagged as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. Available records do not detail the firm’s client types, fee schedules, specific advisory activities, or transactional specialties. The absence of those disclosures combined with the investment bank classification suggests the business is oriented toward advisory and transaction services (capital markets, M&A, or placement work) rather than running a traditional wealth-management or advisory book of client assets.

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

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

Unlock 26 more contacts

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

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