Foreside Global Services, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
74
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
147382
Registered since
October 28, 2008

Firm profile

FINTRX

Overview

Foreside Global Services, LLC is organized as a limited liability company and has been registered with the SEC since 2008. The firm’s ownership is described as a combination of a domestic entity and an individual. The dataset classifies the firm as “unclassified” and explicitly flags that it does not act as a capital allocator. The snapshot provides minimal detail about the firm’s advisory activities or business lines. Items captured in the record indicate Foreside Global Services, LLC is not a multi‑state adviser, not an active ESG investor, not a pension consultant, and is not reported as a related adviser. The firm did not supply descriptive information about its core services in the provided data, so its operational role cannot be determined beyond these status flags.

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 6
  • Shazan Jiwa

    Shazan Jiwa

    COOCRD 6080611

  • Peter Nakada

    Peter Nakada

    Chief Marketing OfficerCRD 1934762

  • Gordon Taylor

    Gordon Taylor

    Chief Compliance OfficerCRD 2990648

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Contacts

3 of 68
  • Anthony Purdue

    Anthony Purdue

    ETF SpecialistCRD 8088340

  • Virginia Hodge

    Virginia Hodge

    Registered RepresentativeCRD 1776344

  • Luke Von Gizycki

    Luke Von Gizycki

    BrokerCRD 6690831

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth