Tradier Brokerage, Inc.
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 104982
- Registered since
- May 21, 2001
- Website
- tradier.com
Firm profile
FINTRXOverview
Tradier Brokerage, Inc. is recorded as a corporation that has been SEC-registered since 2001. FINTRX classifies the entity as "unclassified" and identifies its ownership as a domestic entity/individual. The profile data flags the firm as not acting as a capital allocator and not designating itself as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, newly formed adviser, or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 14Steven Held
Registered RepresentativeCRD 5980014
Isabel Alvarado
Registered RepresentativeCRD 5199016
Carlos Gussman
Registered RepresentativeCRD 6761647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 3420 Toringdon Way
- Time zone
- ET (UTC-5)
- Office locations
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