U.S Brokerage, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Alpharetta, Georgia
CRD number
39307
Registered since
November 24, 1995

Firm profile

FINTRX

Overview

U.S Brokerage, Inc. is organized as a corporation and has been registered with the SEC since 1995. The firm is owned by a combination of a domestic entity and an individual. Publicly available classification information is limited; FINTRX records list the firm as "Unclassified." The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not recorded as a multi-state adviser for regulatory purposes, and FINTRX does not list it as a pension consultant or a related adviser. FINTRX does not provide detail on the firm's advisory services, fee structure, client segments, or day-to-day business activities. That lack of disclosure constrains any assessment of strategy, client focus, or investment process based on the data available here.

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

2 of 2
  • Sean Powers

    Managing Member And Chief Compliance OfficerCRD 2728782

  • William Crapps

    Chief Compliance OfficerCRD 4189289

Contacts

3 of 8
  • Kevin Masters

    FinOpCRD 2730013

  • Pamela Caruthers

    Registered RepresentativeCRD 1014558

  • Stephen Callahan

    Stephen Callahan

    PresidentCRD 1898482

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Alpharetta, GA

Fulton

Location

Alpharetta, GA

Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
6250 Shiloh Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth