THIRD LAKE ASSOCIATES, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
TAMPA, Florida
CRD number
324388
Registered since
January 19, 2024

Firm profile

FINTRX

Overview

Third Lake Associates, LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2024. The firm is classified in the dataset as "unclassified." Ownership is listed as a combination of a domestic entity and an individual. The snapshot indicates the firm is not identified as a capital allocator, is not an active ESG investor, and is not designated as a pension consultant or related adviser. The firm has limited descriptive information about its advisory activities, client segments, fee schedule, or investment philosophy in the available record. There are no firm-provided details on services such as financial planning, discretionary portfolio management, or family office functions.

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
  • STEWART OLDFIELD

    Chief Executive OfficerCRD 3167083

  • ERIC BECK

    Chief Compliance OfficerCRD 4824373

Contacts

3 of 5
  • Andrew Russum

    Accounting ManagerCRD 8100848

  • LUKE THOMAS

    PrincipalCRD 5884376

  • DENNIS AZARY

    CCOCRD 2384263

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
1600 E 8th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth