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 registered with the SEC since 2001. The firm is identified as a domestic entity with individual ownership and is classified in source records as "Unclassified." Public disclosures about the firm’s business activities, client base, advisory services, and affiliations are minimal; the firm has not provided descriptive materials or a public profile in the source data. Operational attributes captured in the snapshot indicate the firm does not act as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, was not newly formed at the time of registration, and is not recorded as a pension consultant or 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

Owners & executives

2 of 2
  • Joseph Turnes

    Chief Executive OfficerCRD 2023535

  • Napoleon Aponte

    Napoleon Aponte

    Chief Compliance OfficerCRD 3051313

Contacts

3 of 3
  • Jose Maya

    Regional Sales DirectorCRD 1793189

  • Jeffrey Cimbal

    Principal & FINOPCRD 2028791

  • Pierre Grant

    Pierre Grant

    TraderCRD 1133740

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