HEDGESERV INVESTMENT SERVICES LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
RALEIGH, North Carolina
CRD number
154725
Registered since
April 19, 2011

Firm profile

FINTRX

Overview

Hedgeserv Investment Services LLC is organized as a limited liability company and is shown as an SEC-registered adviser since 2011. The firm is identified as being owned by a domestic entity and an individual and is categorized as unclassified in the available registry data. The firm is not listed as a capital allocator, not an active ESG investor, not a multi-state adviser, and is not identified as a pension consultant or related adviser. Public disclosures in the source dataset contain very limited detail about the company's advisory model, client segments, fee schedules, or day-to-day business activities, so its operating focus and target client base are not described in the record provided.

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

Contacts

3 of 3
  • Michael Mannella

    Senior Managing DirectorCRD 6630010

  • EUGENE MANNELLA

    Vice ChairmanCRD 1087172

  • ROBERT FORTINO

    Managing PartnerCRD 1905741

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RALEIGH, NC

WAKE

Location

RALEIGH, NC

Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
WAKE
Address
8081 Arco Corporate Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth