Realtyx, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Westport, Connecticut
CRD number
316304
Registered since
April 26, 2022
Website
realtyx.us

Firm profile

FINTRX

Overview

Realtyx, LLC is an SEC-registered limited liability company that appears in public records as having registered with the SEC in 2022. Ownership is recorded as a combination of a domestic entity and an individual, and the firm’s internal classification is listed as unclassified. The dataset provides minimal detail about the firm’s business model, client segments, or advisory activities. The firm is not identified as an active ESG investor, not a capital allocator, not a multi-state adviser, not a pension consultant, and is not listed as a related adviser.

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
  • Robert Alex

    Robert Alex

    Independent ContractorCRD 7209724

Contacts

2 of 2
  • Samuel Walker

    VP, Business DevelopmentCRD 1175890

  • Andrew Kurian

    Andrew Kurian

    Principal & FINOPCRD 2756309

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westport, CT

Fairfield

Location

Westport, CT

Headquartered in Westport, CT, 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
Fairfield
Address
62 Post Rd W
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth