Brokerageselect

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
47974
Registered since
March 23, 2000

Firm profile

FINTRX

Overview

Brokerageselect is organized as a corporation and is registered with the SEC (registration year listed as 2000). Ownership is recorded as individual ownership. FINTRX classifies the firm as "Unclassified" and identifies it as not operating as a capital allocator. The record flags Brokerageselect as not being an active ESG investor, not a multistate adviser, not a pension consultant, not a related adviser, and not newly formed. FINTRX does not provide descriptive entries for the firm's business activities, advisory services, client segments, or fee structure. That lack of operational detail limits visibility into the firm’s service model, target clients, or the types of mandates it executes.

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
  • Ian Green

    Ian Green

    President and Chief Investment OfficerCRD 3097802

Contacts

3 of 3
  • Wendy Schult

    Wendy Schult

    FounderCRD 2745747

  • Carolyn Carty

    FinOpCRD 1935528

  • Kevin Donnelly

    Kevin Donnelly

    Registered Investment Adviser RepresentativeCRD 1314811

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
364 W 117th St
Time zone
ET (UTC-5)
Office locations

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