Wellfleet Investments LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
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. Publicly available directory data for the firm is sparse: the record identifies the entity type and owner structure but provides little description of its advisory services, client focus, or investment strategy. Recorded attributes indicate a domestic ownership structure (Domestic Entity | Individual) and a classification flagged as "Unclassified." The profile also shows the firm is not designated as a capital allocator, is not an active ESG investor, is not a multistate adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The firm has not supplied detail on business activities, advisory offerings, fee schedules, or affiliations. Directory data also lists zero reported clients and no reported average client size or assets under management. No office address, public holdings, investment lineup, or alternative-investment usage is provided in the available record.

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

1 of 1
  • Jeffrey Bega

    Jeffrey Bega

    President and CFOCRD 1478788

Contacts

3 of 6
  • Patrick Primavera

    Patrick Primavera

    Senior Managing DirectorCRD 3124567

  • James Steinke

    Investment BankerCRD 1367621

  • Scott Silver

    Scott Silver

    Operations ProfessionalCRD 2290261

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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