TAGLICH BROTHERS, INC.
Firm details
- Headquarters
- COLD SPRING HARBOR, New York
- CRD number
- 29102
- Registered since
- May 27, 2026
- Website
- taglichbrothers.com
- Custodians
- AXOS CLEARING LLC
Firm profile
FINTRXOverview
Taglich Brothers, Inc. operates as an independent broker‑dealer and investment bank under individual ownership. The firm is listed with an SEC registration year of 2026 and is not identified as a capital allocator; its regulatory profile and reported metrics are consistent with a brokerage/clearing relationship rather than a discretionary advisory business. The firm is not flagged as an active ESG investor and is not described as a multi‑state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1MICHAEL TAGLICH
Managing DirectorCRD 1343730
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
COLD SPRING HARBOR, NY
SUFFOLK
Location
COLD SPRING HARBOR, NY
Headquartered in COLD SPRING HARBOR, 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
- SUFFOLK
- Address
- 37 Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ERNST & YOUNG CAPITAL ADVISORS, LLC
Broker-DealerNew York, NY
MUFG SECURITIES AMERICAS INC.
Broker-DealerNew York, NY
PHX FINANCIAL, INC.
Broker-DealerNew York, NY
FOROS SECURITIES LLC
Broker-DealerNew York, NY
XP INVESTMENTS US, LLC
Broker-DealerNew York, NY
MOELIS & COMPANY LLC
Broker-DealerNew York, NY