Brokerageselect
Firm details
- Headquarters
- New York, New York
- CRD number
- 47974
- Registered since
- March 23, 2000
- Website
- brokerageselect.com
Firm profile
FINTRXOverview
Brokerageselect is organized as a corporation and is registered with the SEC (registration year listed as 2000). Ownership is recorded as individual ownership. FINTRX classifies the firm as "Unclassified" and identifies it as not operating as a capital allocator. The record flags Brokerageselect as not being an active ESG investor, not a multistate adviser, not a pension consultant, not a related adviser, and not newly formed. FINTRX does not provide descriptive entries for the firm's business activities, advisory services, client segments, or fee structure. That lack of operational detail limits visibility into the firm’s service model, target clients, or the types of mandates it executes.
Assets & Accounts
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
Ian Green
President and Chief Investment OfficerCRD 3097802
Contacts
3 of 3
Wendy Schult
FounderCRD 2745747
Carolyn Carty
FinOpCRD 1935528

Kevin Donnelly
Registered Investment Adviser RepresentativeCRD 1314811
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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