ELSEWARE FINANCIAL SERVICES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327555
- Registered since
- August 5, 2024
Firm profile
FINTRXOverview
Elseware Financial Services LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with a registration year of 2024. Ownership is noted as a mix of a domestic entity and an individual, and the firm is classified in the database as "unclassified." The snapshot flags indicate Elseware does not act as a capital allocator and is not identified as an active ESG investor. Several typical fields (detailed business lines, advisory services and fee structure) are not populated in the source record.
Assets & Accounts
Investments & Alternatives
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
1 of 1DAVID DICENSO
Chief Compliance OfficerCRD 1538474
Contacts
3 of 3PASCAL ROCHE
FinOpCRD 5920968
XIAODONG WU
Owner & FounderCRD 6062348
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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