Foreside Global Services, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
75
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. The snapshot labels the firm’s classification as unclassified and indicates ownership by a mix of domestic entities and individuals. The profile data flags the firm as not being a capital allocator and not an active ESG investor. The record also indicates it is not designated as a multi-state adviser, was not newly formed at the time of registration, and is not identified as a pension consultant or related adviser. The firm did not supply descriptions of its advisory or business activities in the source data.

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 5
  • Jennifer Brunner

    Jennifer Brunner

    Managing Director, Chief Compliance OfficerCRD 1137783

  • Peter Nakada

    Peter Nakada

    Chief Marketing OfficerCRD 1934762

  • Gordon Taylor

    Gordon Taylor

    Chief Compliance OfficerCRD 2990648

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Contacts

3 of 70
  • Robert Dick

    Robert Dick

    ConsultantCRD 5820373

  • Tariq Akbar

    Tariq Akbar

    ConsultantCRD 5245852

  • Deanna Bitsko

    Deanna Bitsko

    AnalystCRD 6994985

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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