Drivewealth, LLC

Broker-DealerFINRA Member
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 organized as a limited liability company and is recorded in the dataset with owner type listed as a domestic entity and individual. The firm's public profile in this source is minimal: its classification is marked as unclassified and several adviser-related flags are negative — it is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset does not supply descriptions of business activities, advisory services, client segments, fee schedules, or affiliations.

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
  • Barry Metzger

    Barry Metzger

    CEOCRD 4719211

  • James Lamke

    Chief Compliance OfficerCRD 1418047

  • Jacques Adrien

    Chief Accounting OfficerCRD 2996942

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Contacts

3 of 59
  • Salvatore Amalfitano

    Salvatore Amalfitano

    Senior Product OwnerCRD 5213956

  • Christopher Moran

    Christopher Moran

    Associate Relationship ManagerCRD 7050346

  • Collin Schiffer

    Collin Schiffer

    ComplianceCRD 6074067

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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