Statetrust Investments Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
104651
Registered since
April 25, 2001

Firm profile

FINTRX

Overview

Statetrust Investments Inc. is organized as a corporation and has been SEC-registered since 2001. Ownership is recorded as a mix of a domestic entity and an individual. The firm is classified as unclassified in the source data and is not marked as a capital allocator, pension consultant, related adviser, or a multi-state adviser. It is also not identified as an active ESG investor and is not categorized as a newly formed adviser. The dataset supplied does not include descriptions of the firm’s advisory services, client segments, fee model, or specific business activities, so there is limited public detail about how the firm positions itself in the market or the services it delivers.

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

2 of 2
  • Napoleon Aponte

    Napoleon Aponte

    Chief Compliance OfficerCRD 3051313

  • Joseph Turnes

    Chief Executive OfficerCRD 2023535

Contacts

3 of 3
  • Pierre Grant

    Pierre Grant

    TraderCRD 1133740

  • Jose Maya

    Regional Sales DirectorCRD 1793189

  • Jeffrey Cimbal

    Principal & FINOPCRD 2028791

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1750 Clint Moore Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth