FMG Distributors, Inc.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New Canaan, Connecticut
CRD number
29243
Registered since
October 31, 1991

Firm profile

FINTRX

Overview

FMG Distributors, Inc. is organized as a corporation and is classified as a fund distributor. The firm registered with the SEC in 1991 and is owned by an individual. The regulatory and business descriptors indicate FMG Distributors functions in a distribution role rather than as an asset manager: it is not a capital allocator, it does not identify as an active ESG investor, and it is not registered or described as a multi-state investment adviser. The firm is also not listed as a pension consultant, not a related adviser, and is not described as newly formed.

Assets & Accounts

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 6
  • David Fields

    Senior Vice PresidentCRD 2615292

  • James Kaiser

    PresidentCRD 1095441

  • George Charkales

    George Charkales

    Financial AdvisorCRD 2279448

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New Canaan, CT

Fairfield

Location

New Canaan, CT

Headquartered in New Canaan, CT, 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
Fairfield
Address
557 Oenoke Rdg
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth