SEC CRD #801-125976
Company size: 11-50 employees. Headquarters: Hauppauge, New York. Founded: 2015. Specialties: Family Office, Wealth Management, and Registered Investment ... Our teams of financial professionals and primary support teams have decades of experience in catering to the needs of small and middle market companies, ... A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment ...
ANTON GERDES JR
CEO/CCO
📞 (631) 240-4155
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AUM
$80M
Location
HAUPPAUGE, NY
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