DASTA FINANCIAL, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
316477
Registered since
December 13, 2022

Firm profile

FINTRX

Overview

Dasta Financial, LLC is organized as a limited liability company and is SEC-registered (registration year 2022). The firm is listed as having both a domestic-entity and an individual owner type and is classified in the data as "unclassified." The profile indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not designated as a multi-state adviser, pension consultant, or related adviser in the available record. Public disclosures provided to FINTRX are sparse: fields for business activities, advisory services, client base, and fee structure were left blank in the source material. That lack of detail makes it difficult to describe the firm's client segmentation, fee model, or day-to-day advisory offering.

Assets & Accounts

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
  • Brett Chereskin

    COOCRD 7757591

Contacts

3 of 3
  • KIMBERLY RYAN

    CCOCRD 4316310

  • Conor Dickson

    Compliance OfficerCRD 8029447

  • JUSTIN RAMIREZ

    CCOCRD 4819041

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
450 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth