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Find, Compare and Monitor Financial Advisors at REDBIRD BD LLC

CRD#: 297239
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

REDBIRD BD LLC is located at 667 Madison Ave 8th Floor, New York, NY 10065 and was first established at New York, Delaware in 11/29/2016. After operating for 9 years, REDBIRD BD LLC 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 REDBIRD BD LLC’s clients are individuals and 0% of their clients are high net worth individuals. REDBIRD BD LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at REDBIRD BD LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 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 REDBIRD BD LLC‘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 REDBIRD BD LLC. 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.

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Where the Statistical Data for REDBIRD BD LLC Comes From

Understanding the Statistics for REDBIRD BD LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
667 Madison Ave 8th Floor, New York, NY 10065
Mailing Address
667 Madison Ave 8th Floor, New York, NY 10065
Firm Size
Small
Phone Number
(212) 235-1000
Established
Delaware since 11/29/2016
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
REDBIRD CAPITAL PARTNERS ALTERNATIVE HOLDINGS LLCOWNER, OWNER / AGGREGATION VEHICLE FOR IA AND BD ACTIVITIES
CHIARAVALLOTI, MICHAEL JOSEPHCOUNSEL & CHIEF COMPLIANCE OFFICER5099998
KLEIN, ROBERT JAYMANAGING PRINCIPAL3035592
MILLER, ANDREW DAVIDFINOP5106774

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at REDBIRD BD LLC

DC

David Castelblanco

RR
CRD#: 4241945
Location:
New York, NY 10065
Company:
REDBIRD BD LLC
Disclosures:
Experience:
25 years
View Profile
GC

Gerald Joseph Cardinale JR

Gerald Joseph Cardinale, Gerry Cardinale Jr
RR
CRD#: 2535700
Location:
Palm Beach, FL 33480
Company:
REDBIRD BD LLC
Disclosures:
Experience:
31 years
View Profile
JS

Joseph Daniel Swift

RR
CRD#: 2931465
Location:
New York, NY 10065
Company:
REDBIRD BD LLC
Disclosures:
Experience:
28 years
View Profile
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