National Financial Services LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 13041
- Registered since
- October 23, 1981
Firm profile
FINTRXOverview
National Financial Services LLC is organized as a limited liability company and has been registered with the SEC since 1981. FINTRX classifies the firm as a qualified custodian rather than a capital allocator or discretionary investment manager; the dataset indicates it does not act as an adviser across multiple states, is not a pension consultant, and is not identified as a related adviser. The firm is not flagged as an active ESG investor in the available record.
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 7Karen Michele Crupi
Senior Vice President & Deputy General Counsel, Chief Legal OfficerCRD 2982229
David Wakefield
SVP, Chief Financial OfficerCRD 3095440
Thomas Iaconetti
COO, Senior Director Client EngagementCRD 2417290
Contacts
3 of 2135Allison Staab
Vice PresidentCRD 5671813
Elizabeth Franks
Sr. Compliance OfficerCRD 5676351
Heather Carroll
Client Service ManagerCRD 5677191
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 245 Summer St
- Time zone
- ET (UTC-5)
- Office locations
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