BHA Select Network, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
168883
Registered since
March 5, 2014

Firm profile

FINTRX

Overview

BHA Select Network, LLC operates as a limited liability company and is registered with the SEC (initial registration recorded in 2014). FINTRX classifies the firm as a placement agent rather than an asset manager or allocator; the data also identifies the owner type as a domestic entity and individual. The profile shows the firm does not position itself as an active ESG investor, is not registered as a multistate adviser, and is not described as a pension consultant or related adviser. The placement-agent classification implies the firm’s primary role is intermediary activity—sourcing or facilitating capital introductions—rather than managing client portfolios. That characterization is consistent with the dataset’s absence of advisory fee schedules, client segmentation, or typical portfolio oversight activities.

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
  • Daniel Mcdermott

    Daniel Mcdermott

    Founder and CEOCRD 4521850

Contacts

3 of 4
  • Patrick Mulshine

    Patrick Mulshine

    Senior AssociateCRD 7221060

  • Joseph Lopresti

    Joseph Lopresti

    CRD 5160788

  • Cody Weik

    Cody Weik

    Vice PresidentCRD 5797031

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, 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
Suffolk
Address
1 Lincoln St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth