BHA Select Network, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 168883
- Registered since
- March 5, 2014
Firm profile
FINTRXOverview
BHA Select Network, LLC is organized as a limited liability company that identifies its primary role as a placement agent. The firm is structured under a domestic-entity/individual ownership model. It does not present itself as a capital allocator and is not flagged as an active ESG investor. The snapshot data also indicates the firm is not registered as a multi-state adviser, not positioned as a pension consultant, and is not listed as a 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
1 of 1
Daniel Mcdermott
Founder and CEOCRD 4521850
Contacts
3 of 4
Ernest Kappotis
Financial Operations PrincipalCRD 4871251
Patrick Mulshine
Senior AssociateCRD 7221060
Cody Weik
Vice PresidentCRD 5797031
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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