TRADESK SECURITIES, INC.

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
SHORT HILLS, New Jersey
CRD number
321643
Registered since
June 2, 2023

Firm profile

FINTRX

Overview

Tradesk Securities, Inc. is organized as a corporation and appears in the SEC records with a registration year of 2023. Ownership is recorded as a domestic entity and/or individual, and the firm is categorized as unclassified in the available profile. The dataset flags several negative indicators rather than stated specialties: Tradesk is not identified as a capital allocator, is not flagged as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. The profile does not include discrete descriptions of advisory services, fee schedules, or target client segments.

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

1 of 1
  • ZHAOYANG CHU

    CEOCRD 5363798

Contacts

3 of 4
  • PAIGE RAND

    Senior Compliance ProfessionalCRD 4520907

  • David Brant

    FinOpCRD 2718478

  • LING LIN

    Executive DirectorCRD 4422505

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SHORT HILLS, NJ

ESSEX

Location

SHORT HILLS, NJ

Headquartered in SHORT HILLS, 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
ESSEX
Address
830 Morris Tpke
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth