Homestead Financial Services Corp.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
22
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 organized as a corporation and first registered with the SEC in 1990. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available records and does not appear on FINTRX as a capital allocator or as an active ESG investor. It is not flagged as a multi-state adviser, pension consultant, related adviser, or newly formed adviser. Public disclosures available in the dataset are sparse: the firm did not provide detail about its advisory activities, client segments, or fee structure in the source material. That limits visibility into how Homestead Financial Services Corp. sources business, manages portfolios, or positions itself relative to competitors.

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 3
  • Danielle Sieverling

    Danielle Sieverling

    Chief Compliance OfficerCRD 4918493

  • Mark Santero

    Mark Santero

    President, CEOCRD 1148011

  • Jennifer Webster

    Chief Operating OfficerCRD 1438190

Contacts

3 of 19
  • Amy Di Mauro

    Amy Di Mauro

    Financial Operations PrincipalCRD 4731228

  • Cedrian Cross-smith

    Advertising Compliance AnalystCRD 2865564

  • Monica Ollivierre

    Monica Ollivierre

    ManagerCRD 4036059

Unlock 16 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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