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 recorded as a corporation that has been registered with the SEC since 1973. The dataset identifies the firm as individually owned and classifies it as "Unclassified" within FINTRX, with no designation as a capital allocator, pension consultant, related adviser, or active ESG investor. Public-facing details about the firm's business model, advisory activities, fee schedules and client segments are not included in the profile data. The available attributes suggest a limited public footprint in the dataset rather than a clear picture of investment strategies or client focus.

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

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth