Wilton Re Distributors LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Cedar Rapids, Iowa
CRD number
326493
Registered since
August 22, 2024

Firm profile

FINTRX

Overview

Wilton Re Distributors LLC is organized as a limited liability company and is classified in the source data as a fund distributor. The firm's owner type is recorded as a combination of a domestic entity and an individual, which suggests ownership outside of a large broker-dealer or institutional parent. The record does not identify any advisory business lines, client segments, or fee structures; the available profile frames the entity around distribution activity rather than asset management or wealth advisory. The firm is not identified as a capital allocator, nor is it marked as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Specific business activities, advisory services, and affiliations were not disclosed in the source dataset.

Assets & Accounts

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

1 of 1
  • Barbara Scoles

    CEOCRD 3267451

Contacts

3 of 3
  • David Brant

    David Brant

    Senior DirectorCRD 2718478

  • Karen Carpenter

    CCOCRD 4125749

  • Katherina Kogan-Attila

    Katherina Kogan-Attila

    Registered RepresentativeCRD 7848466

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cedar Rapids, IA

Linn

Location

Cedar Rapids, IA

Headquartered in Cedar Rapids, IA, anchoring the Cedar Rapids-Iowa City, IA metro in the Midwest.

Metro area
Cedar Rapids-Iowa City, IA
Region
Midwest
County
Linn
Address
4840 N River Blvd Ne
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth