CADRE FINANCIAL SERVICES, INC.
CRD #107299 SEC #801-50048 RONKONKOMA, NY 1-800-221-4524
SEC Registered
Total AUM
$3.7B
Discretionary
$3.5B
Employees
--
Clients
0
Accounts
21
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 16, 2003
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOYLE, DAVID, LEE | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER | NA | Control |
| BUELL, DANIELLE | I | FIRST VICE PRESIDENT/TREASURER | NA | Control |
| RAMOS, EULOGIO, AMADO | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SCHEFFEL, JENNIFER, LYNNE | I | ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| AMBAC CAPITAL CORP | DE | OWNER | E | Control |
| AMBAC FINANCIAL GROUP | DE | OWNER | E | Control |
Registrations
Federal
IA
Oct 16, 2003 REGISTERED
Address
905 MARCONI AVERONKONKOMA, NY 11779-7255
USA
Phone: 1-800-221-4524