Stuart Frankel & Co, Incorporated

Broker-DealerFINRA MemberEst. 1973
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Great Neck, New York
CRD number
14593
Registered since
January 4, 1973

Firm profile

FINTRX

Overview

Stuart Frankel & Co, Incorporated is a privately owned corporate advisor that has been SEC-registered since 1973. The firm is owned by an individual and is recorded as an unclassified advisory entity. Public disclosures about its client mix, advisory services, fee schedule and day-to-day business activities are minimal. Regulatory and firm-level indicators show it is not set up as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multistate adviser or a pension consultant. The available records do not describe its investment process, product lineup, or the types of clients it serves.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Stuart Frankel

    Stuart Frankel

    Chairman & CEOCRD 212926

  • Andrew Frankel

    Andrew Frankel

    Co-ceoCRD 1899491

  • Sharon Gaviria

    Sharon Gaviria

    Chief Compliance OfficerCRD 4348648

Contacts

3 of 10
  • Rebecca Heinemann

    Rebecca Heinemann

    Registered RepresentativeCRD 6962694

  • John Bishop

    John Bishop

    Floor BrokerCRD 1196880

  • Jeffrey Frankel

    Jeffrey Frankel

    President & Managing PartnerCRD 1475567

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Great Neck, NY

Nassau

Location

Great Neck, NY

Headquartered in Great Neck, 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
Nassau
Address
60 Cuttermill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth