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 organized as a limited liability company and is listed as an SEC-registered adviser since 2020. Filings describe its ownership as involving a domestic entity and an individual, and the firm is classified in the data as "unclassified." The snapshot flags the firm as not operating as a capital allocator and not identifying as an active ESG investor; it is also marked as not a pension consultant, not a related adviser, and not a multi-state adviser in the registry fields. The firm has provided minimal public detail about its investment approach, client segments, fee schedule, or advisory offerings. Available records therefore give a narrow view of business activities and manager allocation preferences; there is no granular disclosure of strategy, product lineup, or target client types in the source dataset.
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 4
Adrienne Kosta
Deputy Chief Operating OfficerCRD 5063159

Charlie George
Chief AML OfficerCRD 3078024
Bryan Robert Weaver
Chief Legal OfficerCRD 2933941
Contacts
3 of 64
Nathalie 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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