Brokerageselect

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
47974
Registered since
March 23, 2000

Firm profile

FINTRX

Overview

Brokerageselect is organized as a corporation with individual ownership. Publicly reported classification is unclassified and the firm does not identify itself as a capital allocator. It does not position itself as an active ESG investor, and available data indicate it is not set up as a multistate adviser, a pension consultant, or a related adviser to another registered entity. The firm has not supplied details about its core advisory activities, client mix, fee schedule, or business lines.

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
  • Ian Green

    Ian Green

    President and Chief Investment OfficerCRD 3097802

Contacts

3 of 3
  • Carolyn Carty

    FinOpCRD 1935528

  • Kevin Donnelly

    Kevin Donnelly

    Registered Investment Adviser RepresentativeCRD 1314811

  • Wendy Schult

    Wendy Schult

    FounderCRD 2745747

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
364 W 117th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth