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CRD#: 327839
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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

Where the Statistical Data for AEC TRANSACTION SERVICES LLC Comes From

Understanding the Statistics for AEC TRANSACTION SERVICES LLC and How They Compare to Other Firms Through Our Analysis

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

FIRM INFORMATION

Main Address
28 West 44th St Suite 815, New York, NY 10036
Mailing Address
28 West 44th St Suite 815, New York, NY 10036
Firm Size
Small
Phone Number
(917) 828-5498
Established
Delaware since 06/09/2023
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#
AEC MARLEY LLCMEMBER
AEC LUNA LLCMEMBER
ALBRIGHT, TYLER JAMESPRINICPAL7806856
AVELINI, ANDREJPRESIDENT2498642
LAHRE, JOSHUA MCNEILPRINICPAL5171195
RAGUSA, ROSALBACHIEF COMPLIANCE OFFICER2830587
RAGUSA, ROSALBACHIEF FINANCIAL OFFICER/FINOP2830587
SMETONA, JOSEPH MICHAELPRINCIPAL5875853

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Advisor's working at AEC TRANSACTION SERVICES LLC

JG

Jake Edward Giarraputo

RR
CRD#: 7952292
Location:
New York, NY 10036
Company:
AEC TRANSACTION SERVICES LLC
Disclosures:
Experience:
1 year
View Profile
MS

Mary-grace Stone

Grace Stone
RR
CRD#: 7411117
Location:
New York, NY 10036
Company:
AEC TRANSACTION SERVICES LLC
Disclosures:
Experience:
4 years
View Profile
YL

Yanni Louloudis

RR
CRD#: 7409608
Location:
New York, NY 10036
Company:
AEC TRANSACTION SERVICES LLC
Disclosures:
Experience:
4 years
View Profile
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