Umergence LLC
Firm details
- Headquarters
- Plantsville, Connecticut
- CRD number
- 284368
- Registered since
- September 19, 2017
- Website
- www.umergence.com
Firm profile
FINTRXOverview
Umergence LLC is organized as a limited liability company and has been SEC-registered since 2017. FINTRX classifies ownership as a combination of a domestic entity and an individual; the adviser is listed as "unclassified" rather than under a standard category such as RIA or broker-dealer. The record indicates Umergence is not a capital allocator, does not identify as an active ESG investor, is not a multistate adviser, and is not a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Stephen Masiello
Founder & CEOCRD 2682216
Jeffrey Ciarcia
Co-Founder and CFOCRD 5118916
David Logan
Co-Founder and CEOCRD 6627847
Contacts
3 of 47Melrick Dsouza
Registered RepresentativeCRD 5151155
Melissa Bickerstaff
Registered RepresentativeCRD 6976229
Timothy Stoddart
Managing DirectorCRD 1894467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plantsville, CT
Hartford
Location
Plantsville, CT
Headquartered in Plantsville, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 1006 S Main St
- Time zone
- ET (UTC-5)
- Office locations
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