Foreside Financial Services, LLC
Firm details
- Headquarters
- Portland, Maine
- CRD number
- 148477
- Registered since
- April 2, 2009
- Website
- www.acaglobal.com
Firm profile
FINTRXOverview
Foreside Financial Services, LLC is organized as a limited liability company and is classified in public filings as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual. The available profile points to a distribution- and intermediary-oriented business rather than a discretionary asset-management firm: the firm is marked as not being a capital allocator and is not identified as an active ESG investor. Several typical adviser attributes are not indicated for Foreside: it is not listed as a multi-state adviser, not a pension consultant, not a related adviser, and it is not newly formed. Publicly provided fields for client base, fee structure, business activities, and advisory activities are not populated, so specifics on target clients, revenue model, or the exact services offered (for example, placement, compliance outsourcing, or broker-dealer support) are not available from the source data.
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 11
Sylvester Marbey
Chief Compliance OfficerCRD 5419511

Paul Westhead
Managing Director, Chief Executive OfficerCRD 2332811

Robert Womack
Chief Innovation OfficerCRD 2379368
Contacts
3 of 351
Kevin Brady
Senior Vice President, Consultant RelationsCRD 5754982

Edward Hwang
Registered RepresentativeCRD 5762519

Sean Brooks
Divisional ManagerCRD 5770872
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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