Sogotrade, Inc.

Broker-DealerFINRA MemberEst. 1986
Total AUM
—
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Chesterfield, Missouri
CRD number
17912
Registered since
May 16, 1986

Firm profile

FINTRX

Overview

Sogotrade, Inc. is listed in FINTRX as a corporation that has been SEC-registered since 1986. The platform records the owner type as a combination of domestic entity and individual, and classifies the firm as "unclassified." FINTRX flags show it is not a capital allocator, not an active ESG investor, not a multistate adviser, not newly formed, not a pension consultant, and not identified as a related adviser. FINTRX provides minimal descriptive detail about the firm's business model. There are no entries for advisory activities, fee structure, client base, or specific business activities in the record provided, so the firm's service mix and target client segments are not documented in this source.

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

3 of 3
  • Kristopher Wallace

    Kristopher Wallace

    President, CEOCRD 2363185

  • Richard Connor

    Chief Operations OfficerCRD 2364764

  • Patrick Manders

    Chief Compliance OfficerCRD 6658729

Contacts

3 of 13
  • Kevin Pruitt

    AnalystCRD 4074684

  • John Ruhlen

    John Ruhlen

    Customer Service SupervisorCRD 2165420

  • Timothy Friedman

    Timothy Friedman

    Executive Vice PresidentCRD 1967603

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chesterfield, MO

Saint Louis

Location

Chesterfield, MO

Headquartered in Chesterfield, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
1 Mc Bride And Son Center Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth