Redi Global Technologies LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
41924
Registered since
December 2, 1996

Firm profile

FINTRX

Overview

Redi Global Technologies LLC is organized as a limited liability company that has been SEC-registered since 1996. The firm is classified as unclassified in the source data and is owned at least in part by domestic entities and individuals. The record identifies Redi Global as not acting as a capital allocator and indicates it is not an active ESG investor. The firm did not provide detail on its client segments, fee model, core business activities, or the specific advisory services it offers. The profile flags also show Redi Global is not a multi-state adviser, is not newly formed, and is not listed as a pension consultant or 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

Contacts

3 of 20
  • Stephanie Lazerus

    Stephanie Lazerus

    Registered RepresentativeCRD 4237664

  • Steven Mcgowan

    Steven Mcgowan

    Senior Sales SpecialistCRD 6129397

  • Ormond Wong

    Ormond Wong

    Registered RepresentativeCRD 4622557

Unlock 17 more contacts

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
28 Liberty St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth