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 a limited liability company registered with the SEC in 2010 and classified as a fund distributor. FINTRX lists the owner type as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not registered as a multi-state adviser. The profile indicates minimal investment-advisory activity: it is not shown as engaging in advisory services, is not an active ESG investor, and is not documented as a related adviser or pension consultant. Publicly available FINTRX fields for fee structure, client base, business activities, and advisory activities are blank, so the firm’s operating footprint appears focused on distribution rather than portfolio management or direct asset allocation.

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

    Michael Ponticello

    Chief Executive OfficerCRD 4851169

  • Jessica Murray

    Jessica Murray

    Partner & Chief Compliance OfficerCRD 4675076

Contacts

3 of 7
  • Dennis Beirne

    Dennis Beirne

    FounderCRD 2306864

  • Jared Townsend

    Jared Townsend

    Annuity Sales DirectorCRD 6897815

  • Kimberly Ryan

    Kimberly Ryan

    CCOCRD 4316310

Unlock 4 more contacts

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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