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 been SEC-registered since 1998 and is identified in the source as a domestic entity with individual ownership. Available records do not describe client segments, fee arrangements, or specific advisory services, and the firm is not listed as a multi-state adviser, pension consultant, or related adviser. Regulatory and profile flags indicate PCE Investment Bankers, Inc. does not act as a capital allocator and is not identified as an active ESG investor. The snapshot contains no additional detail on business lines, deal types, or target industries.

Assets & Accounts

Investments & Alternatives

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