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 has been registered with the SEC since 2000. Ownership is held by an individual rather than an institutional parent. The firm is classified as "Unclassified" in the available dataset and has not been identified as a capital allocator. Available profile flags indicate Brokerageselect does not self-identify as an active ESG investor, is not a multi-state adviser, is not newly formed, and does not list pension consulting or related-adviser activity. Core details such as fee structure, advisory activities, client base, and specific business lines were not provided in the source data.
Assets & Accounts
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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