TS Imagine Brokerage Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
146283
Registered since
June 11, 2008

Firm profile

FINTRX

Overview

TS Imagine Brokerage Services, LLC is organized as a limited liability company and presents itself under a brokerage-services identity. Public records list its ownership as a mix of a domestic entity and an individual, and the firm is classified in the source data as "Unclassified." The record indicates the firm is not an active ESG investor, does not act as a capital allocator, is not a multi-state adviser, is not a pension consultant, and is not identified as a related adviser. There is limited disclosure about the company’s operations: no client profiles, fee structures, advisory-services descriptions, or business-activity details are provided in the available record. The source lists no client or assets-under-management figures for the firm.

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

2 of 2
  • Katherine Peachway

    Chief Financial OfficerCRD 4996512

  • Trever Evans

    Trever Evans

    Chief People OfficerCRD 7758070

Contacts

2 of 2
  • Paul Ebert

    Paul Ebert

    FinOpCRD 1121231

  • Matthew Neff

    Matthew Neff

    Product ManagerCRD 5899607

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
125 W 25th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth