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Heydon David Traub

TRAUB CAPITAL MANAGEMENT, LLC·NEEDHAM, Massachusetts
Unclaimed Profile
97 CHAPEL ST, NEEDHAM, MA 02492-2680CRD# 3051205Firm CRD# 136851
01

About

Heydon David Traub is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with TRAUB CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TRAUB CAPITAL MANAGEMENT, LLC
TRAUB CAPITAL MANAGEMENT
AUM
$150M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TRAUB CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3051205
Firm CRD# 136851
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heydon David Traub offer?
Heydon David Traub specializes in Financial Planning, Investment Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Heydon David Traub's credentials?
Heydon David Traub is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heydon David Traub located?
Heydon David Traub is based in NEEDHAM, Massachusetts, working with TRAUB CAPITAL MANAGEMENT, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Heydon David Traub charge for services?
Heydon David Traub's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRAUB CAPITAL MANAGEMENT, LLC?
TRAUB CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEEDHAM
Thomas James Mcfarland — THE DARROW COMPANY, INC.Katrina Lynn Starr-Frederick — HASTINGS EQUITY PARTNERS, LLCScott Everett Wilson — ARMSTRONG ADVISORY GROUP INC.Michael Harris Snyder — BEAUMONT FINANCIAL ADVISORS, LLCPhilip Petteruti — CRESTFIN CAPITAL PARTNERS LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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