TS Imagine Brokerage Services, LLC

Broker-DealerFINRA MemberEst. 2008
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 registered with the SEC in 2008. Ownership is listed as a domestic entity and individual. The firm is classified as unclassified in the available record and has limited public disclosure about its business and advisory activities. The firm does not identify itself as a capital allocator, is not marked as an active ESG investor, and is not designated a multistate adviser, newly formed adviser, pension consultant, or related adviser in the source data.

Assets & Accounts

Investments & Alternatives

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
  • Trever Evans

    Trever Evans

    Chief People OfficerCRD 7758070

  • Katherine Peachway

    Chief Financial OfficerCRD 4996512

Contacts

2 of 2
  • Matthew Neff

    Matthew Neff

    Product ManagerCRD 5899607

  • Paul Ebert

    Paul Ebert

    FinOpCRD 1121231

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth