DRIVEWEALTH, LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
68
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
165429
Registered since
December 2, 2013

Firm profile

FINTRX

Overview

Drivewealth, LLC is set up as a limited liability company and has been SEC-registered since 2013. Publicly available profile fields are sparse: the firm is recorded as "Unclassified" for its business classification and listed ownership as a combination of a domestic entity and an individual. The record indicates Drivewealth does not act as a capital allocator and is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. Several typical disclosure fields are blank in the source data, including the firm's stated client segments, fee schedule, and detailed business or advisory activities. That lack of disclosure prevents a clear read on target clients, pricing model, or specific investment approach. The snapshot also flags that Drivewealth is not a multi-state adviser, even though office-location data (below) shows a footprint spanning multiple states.

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 9
  • ALEC TZANETEAS

    Chief Compliance OfficerCRD 6983736

  • BARRY METZGER

    CEOCRD 4719211

  • ANTHONY ILARIO

    Chief Operating OfficerCRD 2262100

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Contacts

3 of 59
  • VINCENT AVENA

    Senior DirectorCRD 1084320

  • Alessio Blangiardo

    FinOpCRD 5600541

  • Eric Ferrara

    Mutual Fund SpecialistCRD 7386973

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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
28 Liberty St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth