BHA SELECT NETWORK, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
168883
Registered since
March 5, 2014

Firm profile

FINTRX

Overview

BHA Select Network, LLC is organized as a limited liability company and is SEC-registered with an entry date recorded in 2014. Regulatory and profile fields classify the firm as unclassified; ownership is listed as a combination of a domestic entity and an individual. Publicly reported profile items indicate the firm does not act as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser.

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

1 of 1
  • DANIEL MCDERMOTT

    Founder and CEOCRD 4521850

Contacts

3 of 6
  • JOSEPH LOPRESTI

    CRD 5160788

  • DANIEL DESMARAIS

    Registered RepresentativeCRD 2086311

  • TRACIE OKEEFE

    FinOpCRD 5924814

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, 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
SUFFOLK
Address
1 Lincoln St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth