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 first appears in the dataset with a registration year of 1995. The firm's ownership is listed as a combination of a domestic entity and individual ownership. The profile data classifies the firm as "Unclassified" rather than assigning it to a standard RIA subcategory. Several operational flags are negative: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser per the dataset, and is not marked as a pension consultant or a related adviser. The record also indicates the firm is not newly formed.

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

1 of 1
  • Sean Powers

    Managing Member And Chief Compliance OfficerCRD 2728782

Contacts

3 of 9
  • Millicent Callahan

    Millicent Callahan

    Vice PresidentCRD 1439873

  • Stephen Callahan

    Stephen Callahan

    PresidentCRD 1898482

  • Ralph Puzio

    Ralph Puzio

    Registered RepresentativeCRD 1272648

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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