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IDT Capital Group

EST. AUM
$186,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area New York City
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Overview

IDT Capital Group is an independent wealth management firm based in Melville, New York, specializing in personalized financial guidance for individuals and families across the Long Island region. Founded and led by David Calderon, the firm is known for a "client-first" mindset and a disciplined approach to portfolio construction. In early 2026, after a year of due diligence, IDT transitioned to Osaic through the New York Financial Partners (NYFP) office of supervisory jurisdiction. This move was driven by a need for expanded technology, better trading access, and a more hands-on OSJ partner to support the firm's next phase of growth.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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