STATE STREET GLOBAL MARKETS, LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
111
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
285852
Registered since
March 16, 2017

Firm profile

FINTRX

Overview

State Street Global Markets, LLC is registered as a limited liability company and appears in FINTRX as an entity with SEC registration dating to 2017. The profile is sparse on business-description fields: client base, fee structure, business and advisory activities are not populated in the record. The firm is not flagged as a capital allocator, not identified as an active ESG investor, and is not listed as a multi-state or newly formed adviser. FINTRX classifies the entity as "Unclassified" and lists the owner type as Domestic Entity | Individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

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
  • COLLEEN HADDAD

    ContractorCRD 2294148

Contacts

3 of 110
  • CHRIS SCHARVER

    Vice PresidentCRD 1902999

  • EDOUARD DEJOUX

    Head of Trading, AmericasCRD 1867482

  • Vinod Kumar

    Assistant Vice PresidentCRD 7474332

Unlock 107 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 140

Active vs passive

$22.6B in ETFs

Passive

92%

$20.9B

Active

2%

$1.8B

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL)State StreetPassiveLong Government$1.8B68,517,6367.96%

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
1 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth