Dasta Financial, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 316477
- Registered since
- December 13, 2022
Firm profile
FINTRXOverview
Dasta Financial, LLC is an SEC-registered limited liability company (registration year 2022). Ownership is listed as a combination of a domestic entity and an individual. The firm’s regulatory classification is recorded as unclassified. According to the available data, Dasta Financial does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser.
Assets & Accounts
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
Brett Chereskin
COOCRD 7757591
Contacts
3 of 3
Kimberly Ryan
CCOCRD 4316310
Conor Dickson
Compliance OfficerCRD 8029447
Justin Ramirez
CCOCRD 4819041
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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