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 organized as a limited liability company and is SEC-registered, with registration recorded in 2020. The firm is listed as owned by a combination of a domestic entity and an individual and is classified in the dataset as "Unclassified." The record flags several negative indicators: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not designated as a related adviser. The dataset does not include descriptions of the firm's business activities, advisory services, investment approach, or client mix. That absence limits what can be said about how the firm positions itself or the services it delivers to investors.

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

    Daniel Aisen

    CEOCRD 5563742

  • Nilanjana Das

    Nilanjana Das

    Chief Operating OfficerCRD 5371806

  • Marcio Alexandre Marar Moreno

    Marcio Alexandre Marar Moreno

    Chief Technology OfficerCRD 7034083

Contacts

3 of 8
  • Gabriela Guedes

    Gabriela Guedes

    Registered RepresentativeCRD 8010327

  • William Guinan

    William Guinan

    Head of SalesCRD 3089830

  • Allison Bishop

    Allison Bishop

    PresidentCRD 6663144

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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