AMERICAN ELM DISTRIBUTION PARTNERS, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
PORTSMOUTH, New Hampshire
CRD number
153322
Registered since
November 24, 2010

Firm profile

FINTRX

Overview

American Elm Distribution Partners, LLC is organized as a limited liability company and is shown as SEC-registered since 2010. Available records classify the adviser as "unclassified" and indicate ownership that involves both a domestic entity and an individual. The firm is not listed as a capital allocator, is not identified as an active ESG investor, and does not appear to operate as a multi-state adviser. The firm did not disclose specifics about its client segments, fee schedules, or the scope of its advisory services in the provided material. It is also not flagged as a pension consultant or as a related adviser to another registered entity.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL PONTICELLO

    Chief Executive OfficerCRD 4851169

  • JESSICA MURRAY

    Partner & Chief Compliance OfficerCRD 4675076

Contacts

3 of 7
  • DENNIS BEIRNE

    FounderCRD 2306864

  • JARED TOWNSEND

    CRD 6897815

  • KIMBERLY RYAN

    CCOCRD 4316310

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTSMOUTH, NH

ROCKINGHAM

Location

PORTSMOUTH, NH

Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
104 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth