Tncp, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
—
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Stamford, Connecticut
CRD number
150134
Registered since
October 1, 2009

Firm profile

FINTRX

Overview

Tncp, LLC is a limited liability company registered with the SEC in 2009 and classified as an investment bank. The firm is organized as a domestic entity with individual ownership. FINTRX records indicate it does not operate as a capital allocator, is not a pension consultant, and is not a related adviser to another registered entity. It is not marked as an active ESG investor and is not identified as a multi-state adviser. The firm supplied minimal public detail about client-facing advisory activities, fee schedules, or the specific business lines it runs. FINTRX notes that no additional information about the firm’s activities and affiliations was provided.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 23
  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Kenneth Leung

    Kenneth Leung

    Senior AdvisorCRD 307536

  • William Jarrett

    William Jarrett

    Managing DirectorCRD 1568130

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
9 W Broad St
Time zone
ET (UTC-5)
Office locations

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