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 organized as a limited liability company and appears in the dataset as an SEC-registered adviser since 2022. Ownership is recorded as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the source data, and several service flags are negative: it is not listed as a capital allocator, not an active ESG investor, not a pension consultant, and not identified as a related adviser. Public disclosures in the dataset are sparse. Fields for client base, fee structure, core business activities and advisory services are blank or not provided, and the firm has not supplied detail about activities and affiliations in the available records. The data also marks the firm as "Multi State Adviser: No" and "Newly Formed Adviser: No," which suggests the firm’s regulatory status and lifecycle do not align with a simple characterization based on registration year alone.

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
  • Bryan Robert Weaver

    Chief Legal OfficerCRD 2933941

  • Alyssa Albertelli

    Alyssa Albertelli

    Chief Compliance OfficerCRD 6091317

  • Charlie George

    Charlie George

    Chief AML OfficerCRD 3078024

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Contacts

3 of 51
  • Stephen Littman

    Stephen Littman

    DirectorCRD 2429699

  • Erik Labieniec

    Operations AssistantCRD 7287051

  • Meryl Chapman

    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