Trumid Financial LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
50
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
172129
Registered since
November 19, 2014

Firm profile

FINTRX

Overview

Trumid Financial LLC is organized as a limited liability company and is registered with the SEC (initial registration in 2014). Ownership is listed as a combination of a domestic entity and an individual. The firm's public classification is recorded as "Unclassified" and it is not identified as a capital allocator. Regulatory and operational attributes in the record indicate Trumid Financial LLC is not an active ESG investor, is not registered as a multi-state adviser, is not a pension consultant, and does not have a related adviser. The source does not disclose granular details about the firm's advisory focus, client types, fee schedules, or business activities.

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

3 of 5
  • Michael Sobel

    Michael Sobel

    President & Co-CEOCRD 4430822

  • Daniel Siracuse

    Daniel Siracuse

    Chief Financial Officer & Chief Operations OfficerCRD 5752088

  • Ronald Mateo

    Ronald Mateo

    Founder and Co-CEOCRD 2802819

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Contacts

3 of 45
  • Nicolle Brescia

    Nicolle Brescia

    SalesCRD 5225735

  • Ivana Bouras

    Ivana Bouras

    SalespersonCRD 4423501

  • Ryan Knoeller

    Ryan Knoeller

    ClientCRD 7264738

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, 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
New York
Address
1411 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth