Elseware Financial Services LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327555
- Registered since
- July 23, 2026
Firm profile
FINTRXOverview
Elseware Financial Services LLC is organized as a limited liability company and is recorded as an SEC-registered investment adviser with a registration year of 2026. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the reporting dataset. Reported attributes indicate Elseware is not positioned as a capital allocator and does not identify as an active ESG investor. It is not described as a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include the firm’s stated business activities, advisory services, client segments, or fee structure, so there is no public detail here about its investment philosophy, target clients, or service model. Because the firm has provided limited operational and strategy information in the record, it is difficult to characterize its product lineup, client focus, or competitive positioning beyond the legal form and registration status noted above.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Randall Purdy
PrincipalCRD 6762711
Pascal Roche
FinOpCRD 5920968

Gerald Gibbons
Compliance PrincipalCRD 2447903
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
- 36 W 44th St
- Time zone
- ET (UTC-5)
- Office locations
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