T.R. WINSTON & COMPANY, LLC
Firm details
- Headquarters
- BEDMINSTER, New Jersey
- CRD number
- 10571
- Registered since
- April 30, 1982
- Website
- trwinston.com
Firm profile
FINTRXOverview
T.R. Winston & Company, LLC is registered with the SEC as an investment adviser and is organized as a limited liability company. FINTRX records the firm’s SEC registration dating to 1982 and lists ownership as an individual proprietor. The database classifies the firm as “unclassified” and indicates it is not a capital allocator and not an active ESG investor. FINTRX also shows the firm is not identified as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1G RUNNELS
Chairman & CEOCRD 1415264
Contacts
3 of 17MITCHELL RATNER
TraderCRD 1057389
Matthew Jachera
Equity SalesCRD 6505625
Jordy Watson
CRD 8224046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BEDMINSTER, NJ
SOMERSET
Location
BEDMINSTER, NJ
Headquartered in BEDMINSTER, NJ, 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
- SOMERSET
- Address
- 376 Main St
- Time zone
- ET (UTC-5)
- Office locations
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