FORESIDE GLOBAL SERVICES, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
72
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 SEC-registered since 2008. FINTRX characterizes ownership as a combination of a domestic entity and individual owners and does not classify the firm under a standard advisory category. The record identifies the firm as not acting as a capital allocator and not operating as a multi-state adviser; it is also not flagged as an active ESG investor, a pension consultant, or a related adviser. Publicly listed details on the firm’s core business lines are minimal. FINTRX does not provide a breakdown of client types, advisory services, fee schedules, or specific business activities for the firm, so its target client segments and service model are not disclosed in the available data.

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 5
  • Shazan Jiwa

    COOCRD 6080611

  • Peter Nakada

    Chief Marketing OfficerCRD 1934762

  • JENNIFER BRUNNER

    Managing Director, Chief Compliance OfficerCRD 1137783

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Contacts

3 of 67
  • ANTHONY PURDUE

    ETF SpecialistCRD 8088340

  • Luke Von Gizycki

    BrokerCRD 6690831

  • Wesley Driggers

    Director of ComplianceCRD 6267059

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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