BHA Select Network, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 168883
- Registered since
- March 5, 2014
Firm profile
FINTRXOverview
BHA Select Network, LLC operates as a limited liability company and is registered with the SEC (initial registration recorded in 2014). FINTRX classifies the firm as a placement agent rather than an asset manager or allocator; the data also identifies the owner type as a domestic entity and individual. The profile shows the firm does not position itself as an active ESG investor, is not registered as a multistate adviser, and is not described as a pension consultant or related adviser. The placement-agent classification implies the firm’s primary role is intermediary activity—sourcing or facilitating capital introductions—rather than managing client portfolios. That characterization is consistent with the dataset’s absence of advisory fee schedules, client segmentation, or typical portfolio oversight activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Daniel Mcdermott
Founder and CEOCRD 4521850
Contacts
3 of 4
Patrick Mulshine
Senior AssociateCRD 7221060

Joseph Lopresti
CRD 5160788

Cody Weik
Vice PresidentCRD 5797031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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