DIGITAL BROKERAGE SERVICES LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
69
Avg account
$0

Firm details

Headquarters
JERSEY CITY, New Jersey
CRD number
308213
Registered since
November 24, 2020

Firm profile

FINTRX

Overview

Digital Brokerage Services LLC is a limited liability company that registered with the SEC in 2020. FINTRX classifies the firm as unclassified and identifies its ownership as a combination of a domestic entity and an individual. The snapshot flags the firm as not a capital allocator and not an active ESG investor; it is also not listed as a multi-state adviser. Public-facing details about the firm's business lines are sparse in the FINTRX record. The provider’s snapshot does not include descriptions of client segments, fee arrangements, or specific advisory activities, so the firm’s positioning and target client types are not documented in the available data.

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

3 of 4
  • ADRIENNE KOSTA

    Deputy Chief Operating OfficerCRD 5063159

  • CHARLIE GEORGE

    Chief AML OfficerCRD 3078024

  • BRYAN ROBERT WEAVER

    Chief Legal OfficerCRD 2933941

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Contacts

3 of 65
  • NATHALIE LONSDALE

    Vice President, ComplianceCRD 2935988

  • BRANDON LIANG

    Sr. DirectorCRD 2339244

  • GIUSEPPE CULLARO

    RepresentativeCRD 4738727

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JERSEY CITY, NJ

HUDSON

Location

JERSEY CITY, NJ

Headquartered in JERSEY CITY, NJ, 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
HUDSON
Address
499 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth