TRADEWINDS, LLC
CRD #316415 SEC #801-122614 RALEIGH, NC 919-571-2833
SEC Registered
Total AUM
$560.2M
Discretionary
$560.2M
Employees
11
Clients
51
Accounts
1,633
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Meiksins, Ian, Disbrow | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHITNEY, TIMOTHY, M. | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILLIAMS, STEPHANIE, ROSS | I | PRESIDENT | NA | Control |
| WILLIAMS, STEPHANIE, ROSS | I | PRESIDENT | NA | Control |
| WILLIAMS, STEPHANIE, ROSS | I | PRESIDENT | NA | Control |
| WILLIAMS, STEPHANIE, ROSS | I | PRESIDENT | NA | Control |
| TRADESTONE HOLDINGS LLC | DE | OWNER, MEMBER | E | |
| WHITNEY, TIMOTHY, M. | I | PRESIDENT | E | Control |
| WHITNEY, TIMOTHY, M. | I | PRESIDENT | E | Control |
| WHITNEY, TIMOTHY, M. | I | PRESIDENT | E | Control |
| WHITNEY, TIMOTHY, M. | I | PRESIDENT | E | Control |
| WHITNEY, TIMOTHY, M. | I | PRESIDENT | E | Control |
| WHITNEY, TIMOTHY, M. | I | PRESIDENT | E | Control |
| WHITNEY, TIMOTHY, M. | I | PRESIDENT | E | Control |
| WHITNEY, TIMOTHY, M. | I | PRESIDENT | E | Control |
| WHITNEY, TIMOTHY, M. | I | CHIEF EXECUTIVE OFFICER | E | Control |
| WHITNEY, TIMOTHY, M. | I | CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Oct 24, 2025 REGISTERED
Notice Filings (7)
CO NC NH NY SC TX VA
Address
4600 MARRIOTT DR.SUITE 200
RALEIGH, NC 27612
United States
Phone: 919-571-2833