Viewtrade Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
32
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
46987
Registered since
November 19, 1999

Firm profile

FINTRX

Overview

Viewtrade Securities, Inc. is organized as a corporation with ownership listed as a combination of a domestic entity and an individual. The firm's profile in the source database is sparse: it is classified as "unclassified" and provides little public detail about its fee schedule, client segments, or specific advisory and business activities. The firm does not identify itself as an active ESG investor, does not report acting as a capital allocator, and is not flagged as a pension consultant, related adviser, or newly formed adviser. Available metadata indicates a limited public footprint regarding investment preferences and operational focus. That lack of disclosure makes it difficult to draw conclusions about product mix, target clients, or distribution strategy from the source data alone.

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

2 of 2
  • Mark Ford

    Mark Ford

    Chief Compliance OfficerCRD 1913958

  • Megan Deihl

    Megan Deihl

    Chief Financial OfficerCRD 2895988

Contacts

3 of 30
  • Dianna Francisco Rich

    ManagerCRD 5431233

  • Christopher Meyers

    Christopher Meyers

    Financial and Operations PrincipalCRD 6122487

  • Robert Dombrowski

    Robert Dombrowski

    Co-Founder & Managing DirectorCRD 1387034

Unlock 27 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
7280 W Palmetto Park Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth