Tradier Brokerage, Inc.

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
104982
Registered since
May 21, 2001

Firm profile

FINTRX

Overview

Tradier Brokerage, Inc. is recorded in FINTRX as a corporation that registered with the SEC in 2001. Ownership is listed as a combination of a domestic entity and an individual. The dataset classifies the firm as "Unclassified" and flags it as not being a capital allocator. Other FINTRX indicators show it is not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. FINTRX does not populate entries for the firm's business activities, advisory activities, client base, or fee structure in the source record provided here, so those operating details are not available in this profile.

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

Contacts

3 of 13
  • Robert Curry

    Equity TraderCRD 2336382

  • James Scott

    James Scott

    Registered RepresentativeCRD 2910813

  • Steven Bender

    FinOpCRD 2650187

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth