Green Pier Fintech LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
—
Advisory reps
61
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 ownership as a combination of a domestic entity and an individual. The firm does not appear to act as a capital allocator, and filings flag it as not being an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Available disclosure about its advisory activities, fee schedule, or client segments is minimal, so the firm's business model and target client profile are not described in public data.

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
  • Adrienne Kosta

    Adrienne Kosta

    Deputy Chief Operating OfficerCRD 5063159

  • Alyssa Albertelli

    Alyssa Albertelli

    Chief Compliance OfficerCRD 6091317

  • Noah Rhodes

    Noah Rhodes

    CFOCRD 6546392

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Contacts

3 of 56
  • Christopher Esser

    Compliance AnalystCRD 5745626

  • Matthew Price

    Senior Vice PresidentCRD 1417511

  • Joel Davis

    CRD 1603380

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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