DIGITAL BROKERAGE SERVICES LLC
Firm details
- Headquarters
- JERSEY CITY, New Jersey
- CRD number
- 308213
- Registered since
- November 24, 2020
- Website
- www.fidelity.com
Firm profile
FINTRXOverview
Digital Brokerage Services LLC is a limited liability company that registered with the SEC in 2020. FINTRX classifies the firm as unclassified and identifies its ownership as a combination of a domestic entity and an individual. The snapshot flags the firm as not a capital allocator and not an active ESG investor; it is also not listed as a multi-state adviser. Public-facing details about the firm's business lines are sparse in the FINTRX record. The provider’s snapshot does not include descriptions of client segments, fee arrangements, or specific advisory activities, so the firm’s positioning and target client types are not documented in the available data.
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
3 of 4ADRIENNE KOSTA
Deputy Chief Operating OfficerCRD 5063159
CHARLIE GEORGE
Chief AML OfficerCRD 3078024
BRYAN ROBERT WEAVER
Chief Legal OfficerCRD 2933941
Contacts
3 of 65NATHALIE LONSDALE
Vice President, ComplianceCRD 2935988
BRANDON LIANG
Sr. DirectorCRD 2339244
GIUSEPPE CULLARO
RepresentativeCRD 4738727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JERSEY CITY, NJ
HUDSON
Location
JERSEY CITY, NJ
Headquartered in JERSEY CITY, NJ, 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
- HUDSON
- Address
- 499 Washington Blvd
- Time zone
- ET (UTC-5)
- Office locations
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