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 is a limited liability company that has been registered with the SEC since 2014 and is categorized as a placement agent. The ownership is listed as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and does not report activity as an ESG investor. It is also not flagged as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. As a placement agent, the firm’s core role is intermediary in capital-raising and placement transactions rather than direct portfolio management. The available data does not list advisory services, fee schedules, or a client roster in connection with discretionary asset management.

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 5
  • Patrick Mulshine

    Patrick Mulshine

    Senior AssociateCRD 7221060

  • Joseph Lopresti

    Joseph Lopresti

    CRD 5160788

  • Tracie Okeefe

    Tracie Okeefe

    FinOpCRD 5924814

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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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