T.R. Winston & Company, LLC

Broker-DealerFINRA MemberEst. 1982
Total AUM
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Bedminster, New Jersey
CRD number
10571
Registered since
April 30, 1982

Firm profile

FINTRX

Overview

T.R. Winston & Company, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 1982. FINTRX classifies ownership as individual and lists the firm as "unclassified" for its business type. The database does not provide firm-level descriptions of client focus, fee schedules, or typical advisory activities. FINTRX flags indicate the firm is not a capital allocator and does not identify as an active ESG investor. The record also marks it as not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Those operational descriptors are the primary public characteristics available in the dataset.

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
  • G Runnels

    G Runnels

    Chairman & CEOCRD 1415264

  • Susan Dumont

    Susan Dumont

    CEOCRD 2346501

Contacts

3 of 16
  • Mitchell Ratner

    Mitchell Ratner

    TraderCRD 1057389

  • Matthew Jachera

    Matthew Jachera

    Equity SalesCRD 6505625

  • Jordy Watson

    Jordy Watson

    Vice President, Corporate FinanceCRD 8224046

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth