SPEEDTRADER, INC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
KATONAH, New York
CRD number
107403
Registered since
April 23, 2001

Firm profile

FINTRX

Overview

Speedtrader, Inc. is organized as a corporation and appears in SEC records with a registration dating back to 2001. Publicly available metadata classifies ownership as a domestic entity with individual ownership involvement. The firm is not identified as a capital allocator and is not flagged as an active ESG investor; it also does not present itself as a multi-state or newly formed adviser, nor as a pension consultant or related adviser in the referenced dataset. The source material provides only limited detail about the firm’s specific advisory activities, fee arrangements, or client segments.

Assets & Accounts

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
  • JOSEPH ELY

    CEOCRD 2936519

Contacts

3 of 10
  • GIDEON VALENTIN

    RepresentativeCRD 4840207

  • Rory Kane

    Client OperationsCRD 7703376

  • SHI CAO

    Vice PresidentCRD 5021524

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KATONAH, NY

WESTCHESTER

Location

KATONAH, NY

Headquartered in KATONAH, 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
WESTCHESTER
Address
2875 Route 35
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth