FORESIDE DISTRIBUTION SERVICES, L.P.

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
PORTLAND, Maine
CRD number
15634
Registered since
September 4, 1984

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • JENNIFER 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 26
  • Wesley Driggers

    Director of ComplianceCRD 6267059

  • Marguerita Hardy

    Registered RepresentativeCRD 6294272

  • Sandra Holland

    ConsultantCRD 5238372

Unlock 23 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth