Membertrade Advisory Services LLC (Albany)

Name: Membertrade Advisory Services LLC
Address: 1021 Watervliet Shaker Road, Albany, NY, 12205
Telephone: 518-292-3840

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.

Membertrade Advisory Services: assets under management

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.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Membertrade Advisory Services LLC

Lee Ann Palladino has been acting as President since 1 Sep 2000. Bart Salazar joined the executive team most recently as the President/Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Empire Corporate Fcu	Parent company	1 Apr 2000	75% - 100%	14-1613902
Members United Corporate Fcu	Parent company	1 Apr 2000	75% - 100%	14-1613902
Lee Ann Palladino	President/ceo	1 Sep 2000	Other	3146069
James Edward Wendel	Coo	1 Sep 2000	Other	2668490
Paul Jason Wilders	Analyst	1 Sep 2000	Other	3094120
Bart Salazar	Coo	1 Sep 2001	Other	1592982
Bart Salazar	Chief compliance officer	1 Sep 2004	Other	1592982
Bart Salazar	President/ceo	1 Jul 2005	Other	1592982

Based in Albany

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.