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 a corporation that has been SEC-registered since 2001. Ownership is listed as a combination of a domestic entity and individual owners. Regulatory filing classifies the firm as "unclassified" and its profile does not identify it as a capital allocator. The firm does not self-identify as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed 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 15STEVEN 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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