Finance of America Securities LLC
Firm details
- Headquarters
- Saint Paul, Minnesota
- CRD number
- 284464
- Registered since
- February 21, 2017
Firm profile
FINTRXOverview
Finance of America Securities LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm’s ownership is indicated as a combination of a domestic entity and an individual. Publicly available entries for the firm provide very little detail about its day-to-day operations: no client profiles, advisory activities, fee schedule, or specific business lines were disclosed in the source material. The record notes that the firm does not serve as a capital allocator and is not an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a 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
Peter Mahon
President and Chief Compliance OfficerCRD 5461336
Contacts
3 of 3Matthew Zachman
Registered Financial ProfessionalCRD 7013613
Kossiwa Aka
ComplianceCRD 5461943

Emma Schoeneberger
Portfolio AnalystCRD 5827342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Paul, MN
Ramsey
Location
Saint Paul, MN
Headquartered in Saint Paul, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Ramsey
- Address
- 30 7th St E
- Time zone
- CT (UTC-6)
- Office locations
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