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 has been registered with the SEC since 2000. Ownership is held by an individual rather than an institutional parent. The firm is classified as "Unclassified" in the available dataset and has not been identified as a capital allocator. Available profile flags indicate Brokerageselect does not self-identify as an active ESG investor, is not a multi-state adviser, is not newly formed, and does not list pension consulting or related-adviser activity. Core details such as fee structure, advisory activities, client base, and specific business lines were not provided in the source data.

Assets & Accounts

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
  • Carolyn Carty

    FinOpCRD 1935528

  • Kevin Donnelly

    Kevin Donnelly

    Registered Investment Adviser RepresentativeCRD 1314811

  • Wendy Schult

    Wendy Schult

    FounderCRD 2745747

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth