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 a corporate entity that has been SEC-registered since 1999. FINTRX classifies the firm as "Unclassified" and identifies its ownership as involving a domestic entity and an individual. The platform records the firm as not acting as a capital allocator and not positioning itself as an active ESG investor, multi-state adviser, pension consultant, or related adviser. FINTRX also shows no reported advisory clients or assets (0 clients, average client size $0.00), which indicates the firm does not disclose or does not maintain advisory AUM in the data set. Public disclosures on the firm's business activities, advisory services, fee arrangements, and client segments are minimal to absent in the provided profile. That lack of detail makes it difficult to assess investment approach, product shelf, or client focus from the supplied 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 29
  • Christopher Meyers

    Christopher Meyers

    Financial and Operations PrincipalCRD 6122487

  • Robert Dombrowski

    Robert Dombrowski

    Co-Founder & Managing DirectorCRD 1387034

  • Steven Rosen

    ComplianceCRD 1428637

Unlock 26 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