Homestead Financial Services Corp.
Firm details
- Headquarters
- Arlington, Virginia
- CRD number
- 26643
- Registered since
- August 24, 1990
- Website
- www.homesteadfunds.com
Firm profile
FINTRXOverview
Homestead Financial Services Corp. is organized as a corporation and has been SEC-registered since 1990. The firm is listed as owned by a domestic entity and an individual and is classified in the dataset as "Unclassified." FINTRX records indicate Homestead is not identified as a capital allocator, is not an active ESG investor, and is not designated as a multi-state adviser; it is also not recorded as a pension consultant or a related adviser. The firm did not provide disclosures to FINTRX about its client base, fee structure, core business activities, or the specifics of its advisory services, so those operational details are not available in this profile.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Acalyx Advisors Inc.
Broker-DealerArlington, VA
Assetpoint Financial, LLC
Broker-DealerArlington, VA
B. Riley Securities, Inc.
Broker-DealerArlington, VA
Meridian Investments, Inc.
Broker-DealerVienna, VA
Capital Brokerage Corporation
Broker-DealerGlen Allen, VA
Agecroft Partners, LLC
Broker-DealerRichmond, VA