GREEN PIER FINTECH LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
56
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
313305
Registered since
January 19, 2022

Firm profile

FINTRX

Overview

Green Pier Fintech LLC is a limited liability company that registered with the SEC in 2022. Public records classify the firm as "Unclassified" and identify the owner type as a Domestic Entity and Individual. The firm's regulatory snapshot indicates it does not act as a capital allocator, is not an active ESG investor, and is not a pension consultant or related adviser. The firm has provided little public detail about its business model, advisory activities, client types or fee schedules. The regulatory summary lists it as not a multi-state adviser, though other reporting indicates a multi-state physical presence (see Location & Offices).

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 5
  • BRYAN ROBERT WEAVER

    Chief Legal OfficerCRD 2933941

  • ALYSSA ALBERTELLI

    Chief Compliance OfficerCRD 6091317

  • CHARLIE GEORGE

    Chief AML OfficerCRD 3078024

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Contacts

3 of 51
  • STEPHEN LITTMAN

    DirectorCRD 2429699

  • ERIK LABIENIEC

    Operations AssistantCRD 7287051

  • MERYL CHAPMAN

    Vice PresidentCRD 5245985

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
245 Summer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth