FIRST FINANCIAL SERVICES
Firm details
- Headquarters
- HAUPPAUGE, New York
- CRD number
- 125551
- Fee structure
- Hourly Charges, Fixed Fees, Commissions, Other
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3DONALD DONNELLY
Registered RepresentativeCRD 1918320
JAMES WEBSTER
Registered RepresentativeCRD 2904234
PATRICIA COCOZZA
Financial AdvisorCRD 2655447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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