Digital Brokerage Services LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
70
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 registered with the SEC since 2020. Filings identify the ownership as a mix of a domestic entity and an individual and classify the firm as "unclassified" rather than under a specific advisor subtype. The registry flags the firm as not functioning as a capital allocator and not participating as an active ESG investor. It is not designated a multi-state adviser, is not listed as a pension consultant, and is not marked as a related adviser to another registered manager. Public-facing materials tied to the FINTRX dataset provide minimal clarity on the firm's business model. Client segmentation, fee schedules, and the specific advisory activities the firm undertakes are not described in the available records, and the firm has not supplied supplemental information about its activities or affiliations.

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

3 of 4
  • Adrienne Kosta

    Adrienne Kosta

    Deputy Chief Operating OfficerCRD 5063159

  • Noah Rhodes

    Noah Rhodes

    CFOCRD 6546392

  • Charlie George

    Charlie George

    Chief AML OfficerCRD 3078024

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Contacts

3 of 66
  • Christopher Esser

    Compliance AnalystCRD 5745626

  • Jared Hubbard

    Jared Hubbard

    DirectorCRD 5807937

  • Sean Ladrigan

    Sean Ladrigan

    Financial RepresentativeCRD 4983283

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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