DASTA FINANCIAL, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 316477
- Registered since
- December 13, 2022
Firm profile
FINTRXOverview
Dasta Financial, LLC is organized as a limited liability company and is SEC-registered (registration year 2022). The firm is listed as having both a domestic-entity and an individual owner type and is classified in the data as "unclassified." The profile indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not designated as a multi-state adviser, pension consultant, or related adviser in the available record. Public disclosures provided to FINTRX are sparse: fields for business activities, advisory services, client base, and fee structure were left blank in the source material. That lack of detail makes it difficult to describe the firm's client segmentation, fee model, or day-to-day advisory offering.
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 1Brett Chereskin
COOCRD 7757591
Contacts
3 of 3KIMBERLY RYAN
CCOCRD 4316310
Conor Dickson
Compliance OfficerCRD 8029447
JUSTIN RAMIREZ
CCOCRD 4819041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 450 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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