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 appears in FINTRX as a placement agent rather than as an investment manager or capital allocator. The firm registered with the SEC in 2014 and is listed as having domestic entity and individual ownership. FINTRX characterizes the organization as a placement agent and does not indicate advisory or pension consulting roles.

Assets & Accounts

Investments & Alternatives

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
  • Joseph Lopresti

    Joseph Lopresti

    CRD 5160788

  • Daniel Desmarais

    Daniel Desmarais

    Registered RepresentativeCRD 2086311

  • Tracie Okeefe

    Tracie Okeefe

    FinOpCRD 5924814

Unlock 2 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