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 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
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 3Carolyn Carty
FinOpCRD 1935528

Kevin Donnelly
Registered Investment Adviser RepresentativeCRD 1314811

Wendy Schult
FounderCRD 2745747
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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