Foreside Global Services, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
75
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
147382
Registered since
October 28, 2008

Firm profile

FINTRX

Overview

Foreside Global Services, LLC is a limited liability company that has been registered with the SEC since 2008. The firm is classified as unclassified in the provided dataset and is identified as owned by a domestic entity and an individual. Available records indicate the firm does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not characterized as a pension consultant or a related adviser. Public-facing details about Foreside Global Services, LLC’s business model, client segments, fee schedules, and specific advisory activities are not included in the dataset. That absence makes it difficult to characterize how the firm positions itself in the market or what client types it serves.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Shazan Jiwa

    Shazan Jiwa

    COOCRD 6080611

  • Peter Nakada

    Peter Nakada

    Chief Marketing OfficerCRD 1934762

  • Jennifer Brunner

    Jennifer Brunner

    Managing Director, Chief Compliance OfficerCRD 1137783

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Contacts

3 of 70
  • Anthony Purdue

    Anthony Purdue

    ETF SpecialistCRD 8088340

  • Luke Von Gizycki

    Luke Von Gizycki

    BrokerCRD 6690831

  • Wesley Driggers

    Wesley Driggers

    Director of ComplianceCRD 6267059

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth