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 an SEC-registered limited liability company first registered in 2007. Public filings classify the firm as "unclassified" and identify its ownership as a combination of a domestic entity and an individual. Available disclosure indicates the firm does not present itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser. It is also not listed as newly formed, a pension consultant, or a related adviser. The firm has not provided public details about its core business or advisory activities, nor about the types of clients it serves. That lack of operating detail in filings limits the ability to characterize its advisory model or client focus; the public record is consistent with either a very small/administrative entity or an entity whose advisory activities are not broadly reported.

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
  • Lisa Opoku

    Lisa Opoku

    Chief Operating OfficerCRD 4930927

  • Christopher Condelles

    Christopher Condelles

    Deputy Chief Financial OfficerCRD 4973346

  • Christopher Pagnotta

    Chief Compliance OfficerCRD 4418522

Unlock 3 more executives

Contacts

3 of 97
  • Sharon Williams

    Sharon Williams

    Advisory AssociateCRD 7733646

  • Grace Crandall

    Grace Crandall

    Managing DirectorCRD 4983949

  • Karen Kwon

    Karen Kwon

    Managing DirectorCRD 4808468

Unlock 94 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth