Distribution Services, LLC
Firm details
- Headquarters
- Portland, Maine
- CRD number
- 25938
- Registered since
- January 31, 1990
- Website
- www.umb.com
Firm profile
FINTRXOverview
Distribution Services, LLC is organized as a limited liability company and has been SEC-registered since 1990. Publicly available snapshot data lists the owner type as a domestic entity/individual and classifies the firm as "Unclassified." The firm has not provided details about its client segments, fee schedules, specific advisory activities, or business lines. The snapshot flags several negative indicators: it is not identified as a capital allocator, is not active on ESG, is not a multi-state adviser per the snapshot, and is not designated as a pension consultant or related adviser. The firm has declined to supply information about its activities and affiliations, so there is limited visibility into how it sources or manages client relationships, what investment strategies it pursues, or whether it uses third-party managers.
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
3 of 6
Gordon Taylor
Chief Compliance OfficerCRD 2990648

Lisa Zhu
Chief Compliance Officer & DirectorCRD 7048352

Ali Meli
CIO, FounderCRD 4835788
Contacts
3 of 85
Kaitlyn Dowling
Internal Advisor ConsultantCRD 5977003

Wesley Driggers
Director of ComplianceCRD 6267059

Jonathan Cusa
Senior Vice PresidentCRD 2974265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, ME
Cumberland
Location
Portland, ME
Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- Cumberland
- Address
- 190 Middle St
- Time zone
- ET (UTC-5)
- Office locations
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