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FIRM PROFILE
Overview
TRADEZERO AMERICA, INC. is located at 67 35th Street Suite B450, Brooklyn, NY 11232 and was first established at Long Island, Delaware in 09/02/2015. After operating for 10 years, TRADEZERO AMERICA, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of TRADEZERO AMERICA, INC.’s clients are individuals and 0% of their clients are high net worth individuals. TRADEZERO AMERICA, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TRADEZERO AMERICA, INC. are registered to handle securities or provide financial advice. The firm has 5 disclosures, 5 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access TRADEZERO AMERICA, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at TRADEZERO AMERICA, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for TRADEZERO AMERICA, INC. Comes From
Understanding the Statistics for TRADEZERO AMERICA, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
67 35th Street Suite B450, Brooklyn, NY 11232
67 35th Street Suite B450, Brooklyn, NY 11232
Small
(718) 709-4925
Delaware since 09/02/2015
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| TRADEZERO USA INC | SHAREHOLDER | ||
| CALLEJAS, KHRIS | PRINCIPAL FINANCIAL OFFICER | 6062989 | |
| CALLEJAS, KHRIS | FINOP | 6062989 | |
| CURET, JEFFREY HOWARD | REGISTERED OPTION PRINCIPAL / CHIEF OPERATIONS OFFICER | 4711190 | |
| HAUPT, MICHAEL S | CEO | 2865821 | |
| NACCARELLI, ANTONY CARMINE | CHIEF COMPLIANCE OFFICER | 1412706 | |
| ORTEGON, MARY ANNETTE | MARKETING REGISTERED OPTIONS PRINCIPAL | 1297351 |
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Advisor's working at TRADEZERO AMERICA, INC.
Joseph Paul Santanelli
Jason Lee Flaherty
Anand Choubay
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