Viewtrade Securities, Inc.

Broker-DealerFINRA MemberEst. 1999
Total AUM
—
Advisory reps
31
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 and has been SEC-registered since 1999. The firm is listed as owned by a domestic entity and an individual and is classified in the dataset as "Unclassified." Available records indicate Viewtrade Securities does not act as a capital allocator and is not identified as an active ESG investor. The snapshot also flags the firm as not a multi-state adviser and not a newly formed adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 29
  • Christopher Meyers

    Christopher Meyers

    Financial and Operations PrincipalCRD 6122487

  • Robert Dombrowski

    Robert Dombrowski

    Co-Founder & Managing DirectorCRD 1387034

  • Steven Rosen

    ComplianceCRD 1428637

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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