FIRST FINANCIAL SERVICES

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
HAUPPAUGE, New York
CRD number
125551
Fee structure
Hourly Charges, Fixed Fees, Commissions, Other
Services
Financial PlanningPension Consulting

Firm profile

FINTRX

Overview

First Financial Services is incorporated and identified as an individually owned advisory business that positions itself around client advice rather than serving as a capital allocator. The firm lists financial planning and pension consulting among its advisory activities. Its stated fee arrangements are varied — hourly charges, fixed fees, commission-based work and other arrangements — indicating a mix of fee-for-service and transactional revenue models. The firm does not identify as an active ESG investor, is not flagged as a multi-state adviser, and is not newly formed. It is classified as “unclassified” in the snapshot data and is not listed as a related adviser.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 3
  • DONALD DONNELLY

    Registered RepresentativeCRD 1918320

  • JAMES WEBSTER

    Registered RepresentativeCRD 2904234

  • PATRICIA COCOZZA

    Financial AdvisorCRD 2655447

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HAUPPAUGE, NY

SUFFOLK

Location

HAUPPAUGE, NY

Headquartered in HAUPPAUGE, 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
SUFFOLK
Address
38 Kings Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth