Breakwater Group Distribution Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
167601
Registered since
February 7, 2014

Firm profile

FINTRX

Overview

Breakwater Group Distribution Services, LLC is organized as a limited liability company and is classified in the source data as a fund distributor. The ownership is recorded as a mix of a domestic entity and an individual, and the firm’s profile emphasizes distribution activity rather than investment management or advisory services. The dataset explicitly indicates the firm is not a capital allocator, not positioned as a pension consultant or related adviser, and is not identified as an active ESG investor or a multi-state adviser. The source does not list typical advisory attributes such as a fee schedule, a defined client base, or detailed business and advisory activities tied to managing client assets—consistent with an entity whose primary role is distributing funds rather than operating as an asset manager.

Assets & Accounts

Investments & Alternatives

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

3 of 3
  • Gregory Jakubowsky

    COOCRD 2155311

  • George Mykoniatis

    CFOCRD 2895760

  • Dmitriy Rutitskiy

    Dmitriy Rutitskiy

    CFO/FINOPCRD 6117665

Contacts

1 of 1
  • Anna Kopec

    FinOpCRD 5802820

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
350 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth