Wellfleet Investments LLC

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Floral Park, New York
CRD number
18488
Registered since
January 8, 1987

Firm profile

FINTRX

Overview

Wellfleet Investments LLC is organized as a limited liability company and has been registered with the SEC since 1987. Public filings classify the firm as unclassified, and ownership is listed as a domestic entity with individual ownership involvement. Available records provide limited detail about the firm's advisory offerings, client segments, fee arrangements, or specific investment strategies. The firm does not identify as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multistate adviser, is not newly formed, and is not designated as a pension consultant or a related adviser in the source data. The regulatory snapshot indicates only a single office location on file, but no further address- or team-level information is provided.

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

1 of 1
  • Jeffrey Bega

    Jeffrey Bega

    President and CFOCRD 1478788

Contacts

3 of 7
  • Erin Baskett

    Erin Baskett

    CCO, PrincipalCRD 4538604

  • Scott Silver

    Scott Silver

    Operations ProfessionalCRD 2290261

  • Patrick Primavera

    Patrick Primavera

    Senior Managing DirectorCRD 3124567

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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

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Location

Primary office

Floral Park, NY

Nassau

Location

Floral Park, NY

Headquartered in Floral Park, 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
Nassau
Address
8587 Covert Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth