Private Brokers, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
165758
Registered since
August 29, 2013

Firm profile

FINTRX

Overview

Private Brokers, LLC is a limited liability company that registered with the SEC in 2013. Ownership is recorded as involving both a domestic entity and an individual. The firm is categorized as "unclassified" in the available dataset. The firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser in the provided records.

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
  • Trisha Prince

    Trisha Prince

    Chief Compliance OfficerCRD 2941980

Contacts

2 of 2
  • Kathy Sipinick

    Kathy Sipinick

    FinOpCRD 3248100

  • Jonathan F. Barlow

    CRD 4577581

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
745 5th Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth