FMG Distributors, Inc.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New Canaan, Connecticut
CRD number
29243
Registered since
October 31, 1991

Firm profile

FINTRX

Overview

FMG Distributors, Inc. is organized as a corporation that acts as a fund distributor. The firm registered with the SEC in 1991 and is identified in the data as owned by an individual. It is classified specifically as a fund distributor rather than an asset manager or capital allocator. The dataset indicates several regulatory/operational characteristics: the firm is not designated as a capital allocator, it is not active on ESG investing, it is not documented as a multi-state adviser, and it is not listed as a pension consultant or related adviser. The record contains limited detail about client types, fee arrangements, or advisory services, reflecting the firm’s role on the distribution side of the fund business rather than as a traditional investment manager.

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

Contacts

3 of 6
  • Brent Morris

    Brent Morris

    Regional Investment ConsultantCRD 5307000

  • George Charkales

    George Charkales

    Financial AdvisorCRD 2279448

  • John Moyer

    John Moyer

    Regional Marketing DirectorCRD 5735017

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New Canaan, CT

Fairfield

Location

New Canaan, CT

Headquartered in New Canaan, CT, 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
Fairfield
Address
557 Oenoke Rdg
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth