Digital Brokerage Services LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
68
Avg account
$0

Firm details

Headquarters
Jersey City, New Jersey
CRD number
308213
Registered since
November 24, 2020

Firm profile

FINTRX

Overview

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

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

3 of 4
  • Adrienne Kosta

    Adrienne Kosta

    Deputy Chief Operating OfficerCRD 5063159

  • Charlie George

    Charlie George

    Chief AML OfficerCRD 3078024

  • Bryan Robert Weaver

    Chief Legal OfficerCRD 2933941

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Contacts

3 of 64
  • Nathalie Lonsdale

    Nathalie Lonsdale

    Vice President, ComplianceCRD 2935988

  • Brandon Liang

    Sr. DirectorCRD 2339244

  • Giuseppe Cullaro

    Giuseppe Cullaro

    RepresentativeCRD 4738727

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth