DRIVEWEALTH, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 165429
- Registered since
- December 2, 2013
- Website
- www.drivewealth.com
Firm profile
FINTRXOverview
Drivewealth, LLC is set up as a limited liability company and has been SEC-registered since 2013. Publicly available profile fields are sparse: the firm is recorded as "Unclassified" for its business classification and listed ownership as a combination of a domestic entity and an individual. The record indicates Drivewealth does not act as a capital allocator and is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. Several typical disclosure fields are blank in the source data, including the firm's stated client segments, fee schedule, and detailed business or advisory activities. That lack of disclosure prevents a clear read on target clients, pricing model, or specific investment approach. The snapshot also flags that Drivewealth is not a multi-state adviser, even though office-location data (below) shows a footprint spanning multiple states.
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 9ALEC TZANETEAS
Chief Compliance OfficerCRD 6983736
BARRY METZGER
CEOCRD 4719211
ANTHONY ILARIO
Chief Operating OfficerCRD 2262100
Contacts
3 of 59VINCENT AVENA
Senior DirectorCRD 1084320
Alessio Blangiardo
FinOpCRD 5600541
Eric Ferrara
Mutual Fund SpecialistCRD 7386973
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 28 Liberty St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BNY Mellon Securities Corporation
Broker-DealerNew York, NY
CREDIT AGRICOLE SECURITIES (USA) INC.
Broker-DealerNew York, NY
COLONIAL SECURITIES, INC.
Broker-DealerNew York, NY
DSIL INVESTMENT SERVICES LLC
Broker-DealerNew York, NY
CANTOR FITZGERALD & CO.
Broker-DealerNew York, NY
SHINHAN SECURITIES AMERICA, INC.
Broker-DealerNew York, NY