PROOF SERVICES LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
306369
Registered since
July 20, 2020

Firm profile

FINTRX

Overview

Proof Services LLC is a limited liability company that registered with the SEC in 2020. Public filings classify the firm as unclassified and indicate ownership by a domestic entity and an individual. The firm does not identify itself as a capital allocator, an active ESG investor, a multistate adviser, a pension consultant, a related adviser, or a newly formed adviser. There is minimal public detail about its advisory activities, fee schedules, or client segments; FINTRX lists several of those fields as blank, and the firm has not provided additional activity or affiliation disclosures.

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
  • DANIEL AISEN

    CEOCRD 5563742

  • NILANJANA DAS

    Chief Operating OfficerCRD 5371806

  • MARCIO ALEXANDRE MARAR MORENO

    Chief Technology OfficerCRD 7034083

Contacts

3 of 8
  • Gabriela Guedes

    Registered RepresentativeCRD 8010327

  • WILLIAM GUINAN

    Head of SalesCRD 3089830

  • Allison Bishop

    PresidentCRD 6663144

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
176 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth