FS INVESTMENT SOLUTIONS, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
103
Avg account
$0

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
145244
Registered since
December 14, 2007

Firm profile

FINTRX

Overview

FS Investment Solutions, LLC is a limited liability company that has been SEC-registered since 2007. Public filings classify the firm as "unclassified." The firm reports domestic ownership (a combination of a domestic entity and an individual) and does not identify itself as a capital allocator. It also indicates it is not an active ESG investor and is not a multi-state adviser according to the snapshot data provided.

Assets & Accounts

Investments & Alternatives

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
  • Lisa Opoku

    Chief Operating OfficerCRD 4930927

  • CHRISTOPHER CONDELLES

    Deputy Chief Financial OfficerCRD 4973346

  • CHRISTOPHER PAGNOTTA

    Chief Compliance OfficerCRD 4418522

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Contacts

3 of 97
  • SHARON WILLIAMS

    Advisory AssociateCRD 7733646

  • GRACE CRANDALL

    Managing DirectorCRD 4983949

  • KAREN KWON

    Managing DirectorCRD 4808468

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
3025 John F Kennedy Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth