Quantlab Brokerage, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Houston, Texas
CRD number
299468
Registered since
October 15, 2019

Firm profile

FINTRX

Overview

Quantlab Brokerage, LLC is organized as a limited liability company that appears in public filings as a brokerage entity. The firm registered with the SEC in 2019. Ownership is listed as a combination of a domestic entity and an individual. The firm is categorized as “unclassified” in the snapshot data and the public profile provides limited detail on business lines or client segments. Available metadata indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multistate adviser, a pension consultant, or a related adviser. Specifics about fee arrangements, advisory activities, or client demographics were not included in the source material.

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

2 of 2
  • James Robertson

    James Robertson

    Chief Compliance OfficerCRD 6165573

  • Susan Richard

    Chief Accounting OfficerCRD 7665158

Contacts

3 of 6
  • Daniel Sun

    TraderCRD 3096767

  • Jennifer Blackwell

    Jennifer Blackwell

    Fund Accounting ManagerCRD 5991623

  • David Sustman

    David Sustman

    Middle Office EngineerCRD 6136733

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
3 Greenway Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth