American Elm Distribution Partners, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
153322
Registered since
November 24, 2010

Firm profile

FINTRX

Overview

American Elm Distribution Partners, LLC is organized as a limited liability company and first registered with the Securities and Exchange Commission in 2010. The firm is characterized in regulatory snapshots as a fund distributor rather than a capital allocator or asset manager. Ownership is listed as a mix of a domestic entity and an individual. The profile indicates the firm does not identify as an active ESG investor, is not designated a multi-state adviser, and is not described as a pension consultant, related adviser, or a newly formed adviser.

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
  • Jessica Murray

    Jessica Murray

    Partner & Chief Compliance OfficerCRD 4675076

  • Michael Ponticello

    Michael Ponticello

    Chief Executive OfficerCRD 4851169

Contacts

3 of 7
  • Jared Townsend

    Jared Townsend

    Annuity Sales DirectorCRD 6897815

  • Dennis Beirne

    Dennis Beirne

    FounderCRD 2306864

  • Tyler Prescott

    Tyler Prescott

    Operations DirectorCRD 7211890

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Rockingham
Address
104 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth