FORESIDE DISTRIBUTION SERVICES, L.P.
Firm details
- Headquarters
- PORTLAND, Maine
- CRD number
- 15634
- Registered since
- September 4, 1984
Firm profile
FINTRXOverview
Foreside Distribution Services, L.P. is organized as a partnership and has been SEC-registered since 1984. Public filings list its ownership as a mix of domestic entity and individual interests and classify the firm as "unclassified" for the snapshot data provided. The profile does not identify the firm's advisory activities, fee model, or client segments. The snapshot flags several negative markers: the firm is not identified as a capital allocator, is not active on ESG investing, and is not recorded as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Little additional descriptive material about business lines or manager allocation preferences appears in the available record.
Assets & Accounts
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
3 of 3JENNIFER BRUNNER
Managing Director, Chief Compliance OfficerCRD 1137783
Kelly Whetstone
Chief Compliance Officer and Associate General CounselCRD 5380134
Susan La Fond
Managing Director, Chief Compliance OfficerCRD 4512785
Contacts
3 of 26Wesley Driggers
Director of ComplianceCRD 6267059
Marguerita Hardy
Registered RepresentativeCRD 6294272
Sandra Holland
ConsultantCRD 5238372
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, ME
CUMBERLAND
Location
PORTLAND, ME
Headquartered in PORTLAND, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- CUMBERLAND
- Address
- 190 Middle St
- Time zone
- ET (UTC-5)
- Office locations
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