Membertrade Advisory Services LLC is a large advisory firm based in Albany. It manages $123 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 6 other states.
Membertrade Advisory Services provides portfolio management for pooled investment vehicles, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Membertrade Advisory Services LLC is $123 million. The firm's AUM has grown by 310% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Membertrade Advisory Services LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lee Ann Palladino has been acting as President since 1 Sep 2000. Bart Salazar joined the executive team most recently as the President/Ceo.
The principal office where Membertrade Advisory Services LLC performs its advisory services is located at 1021 Watervliet Shaker Road, Albany, NY 12205 The mailing address of the firm is P.O. Box 13150, Albany, NY 12212. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-292-3840 or by fax 518-292-3722. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.mtadvisory.com.