Dasta Financial, LLC

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

Firm details

Headquarters
New York, New York
CRD number
316477
Registered since
December 13, 2022

Firm profile

FINTRX

Overview

Dasta Financial, LLC is organized as a limited liability company and is listed as an unclassified advisory entity. Ownership is recorded as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, does not describe itself as an ESG investor, and is not flagged as a multi-state or newly formed adviser. Other advisory attributes in the available record — such as pension consulting, related-adviser status, and specific business or advisory activities — are not provided.

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
  • Brett Chereskin

    Brett Chereskin

    COOCRD 7757591

Contacts

3 of 3
  • Kimberly Ryan

    Kimberly Ryan

    FinOpCRD 4316310

  • Justin Ramirez

    Justin Ramirez

    CCOCRD 4819041

  • Conor Dickson

    Conor Dickson

    Compliance OfficerCRD 8029447

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
450 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth