ARENA FINANCIAL SERVICES, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
281709
Registered since
October 12, 2016

Firm profile

FINTRX

Overview

Arena Financial Services, LLC is registered as a limited liability company and appears in FINTRX as an SEC-registered entity since 2016. The platform classifies the firm as an investment bank and notes its ownership structure as a combination of a domestic entity and an individual. FINTRX flags several firm attributes as negative or absent: Arena Financial Services is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not listed as a newly formed adviser, and is not recorded as a pension consultant or related adviser. Public-facing detail about the firm’s business activities, advisory services, and client mix is limited in the FINTRX entry, so the record focuses on registration and classification rather than specific product lines or target client types.

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
  • Tsering Lama

    Managing Director, Chief Compliance OfficerCRD 7818283

  • MATTHEW SKURBE

    Chief Financial OfficerCRD 5199151

Contacts

3 of 8
  • Megan Strater

    Vice PresidentCRD 8089819

  • DAVID ROTHENBERG

    Managing DirectorCRD 1471503

  • BRADLEY GOODYEAR

    Capital MarketsCRD 4679363

Unlock 5 more contacts

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
405 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth