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 corporation that has been SEC-registered since 1973. The firm is owned by individuals and is categorized in public records as “Unclassified.” Available regulatory fields indicate the firm does not act as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or a related adviser. Specific descriptions of the firm’s advisory services, target client segments, and core business activities were not included in the source data.

Assets & Accounts

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
  • Sharon Gaviria

    Sharon Gaviria

    Chief Compliance OfficerCRD 4348648

  • Andrew Frankel

    Andrew Frankel

    Co-CEOCRD 1899491

  • Stuart Frankel

    Stuart Frankel

    Chairman & CEOCRD 212926

Contacts

3 of 10
  • Kyle Frankel

    Kyle Frankel

    Floor BrokerCRD 6963426

  • John Bishop

    John Bishop

    Floor BrokerCRD 1196880

  • Jeffrey Frankel

    Jeffrey Frankel

    President & Managing PartnerCRD 1475567

Unlock 7 more contacts

Wealth teams

FINTRX

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