HOMESTEAD FINANCIAL SERVICES CORP.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
ARLINGTON, Virginia
CRD number
26643
Registered since
August 24, 1990

Firm profile

FINTRX

Overview

Homestead Financial Services Corp. is a corporate advisory entity that has been registered with the SEC since 1990. Publicly available registry fields in FINTRX identify the firm as a domestic entity with individual ownership and list its regulatory classification as unclassified. The record contains minimal operational detail: there is no disclosed fee schedule, no client-base breakdown, and no description of specific advisory activities. The FINTRX snapshot flags the firm as not being a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. It also records the firm as not a "multi-state adviser," even though location data indicates a footprint beyond a single state. The limited disclosure in the profile suggests that further diligence — for example, SEC filings, Form ADV parts, or direct contact — will be required to understand Homestead Financial Services Corp.'s service model, client types, and investment approach.

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 3
  • DANIELLE SIEVERLING

    Chief Compliance OfficerCRD 4918493

  • MARK SANTERO

    President, CEOCRD 1148011

  • JENNIFER WEBSTER

    Chief Operating OfficerCRD 1438190

Contacts

3 of 20
  • AMY DI MAURO

    Financial Operations PrincipalCRD 4731228

  • CEDRIAN CROSS-SMITH

    Advertising Compliance AnalystCRD 2865564

  • MONICA OLLIVIERRE

    ManagerCRD 4036059

Unlock 17 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ARLINGTON, VA

ARLINGTON

Location

ARLINGTON, VA

Headquartered in ARLINGTON, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ARLINGTON
Address
4301 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth