Dasta Financial, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 316477
- Registered since
- December 13, 2022
- Website
- www.dastafinancial.com
Firm profile
FINTRXOverview
Dasta Financial, LLC is organized as a limited liability company and is listed as an unclassified advisory entity. Ownership is recorded as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, does not describe itself as an ESG investor, and is not flagged as a multi-state or newly formed adviser. Other advisory attributes in the available record — such as pension consulting, related-adviser status, and specific business or advisory activities — are not provided.
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
Brett Chereskin
COOCRD 7757591
Contacts
3 of 3
Kimberly Ryan
FinOpCRD 4316310

Justin Ramirez
CCOCRD 4819041

Conor Dickson
Compliance OfficerCRD 8029447
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
- 450 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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