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FIRM PROFILE
Overview
APEX FINTECH BROKERAGE SERVICES is located at 350 N. Saint Paul Street Suite 1300, Dallas, TX 75201 and was first established at Dallas, New York in 08/29/2019. After operating for 6 years, APEX FINTECH BROKERAGE SERVICES 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 APEX FINTECH BROKERAGE SERVICES’s clients are individuals and 0% of their clients are high net worth individuals. APEX FINTECH BROKERAGE SERVICES has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at APEX FINTECH BROKERAGE SERVICES 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 APEX FINTECH BROKERAGE SERVICES‘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 APEX FINTECH BROKERAGE SERVICES. 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 APEX FINTECH BROKERAGE SERVICES Comes From
Understanding the Statistics for APEX FINTECH BROKERAGE SERVICES and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
350 N. Saint Paul Street Suite 1300, Dallas, TX 75201
350 N. Saint Paul Street Suite 1300, Dallas, TX 75201
Small
(214) 765-1297
New York since 08/29/2019
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at APEX FINTECH BROKERAGE SERVICES
John Robert Cozza
Robert Andrew Tourney
Thomas Arthur Meder
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