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 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
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 3DANIELLE SIEVERLING
Chief Compliance OfficerCRD 4918493
MARK SANTERO
President, CEOCRD 1148011
JENNIFER WEBSTER
Chief Operating OfficerCRD 1438190
Contacts
3 of 20AMY 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
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