Green Pier Fintech LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
59
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
313305
Registered since
January 19, 2022

Firm profile

FINTRX

Overview

Green Pier Fintech LLC is a limited liability company that registered with the SEC in 2022. Public filings classify the firm as "Unclassified" and identify its owner type as a mix of a domestic entity and an individual. The firm is not listed as a capital allocator, is not flagged as an active ESG investor, and is not designated as a pension consultant or a related adviser. Regulatory metadata indicates the firm is not identified as a multi-state adviser and is not categorized as a newly formed adviser, despite its recent SEC registration. The company has provided minimal public detail about its advisory services, client base, fee schedule, or investment activities.

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 5
  • Bryan Robert Weaver

    Chief Legal OfficerCRD 2933941

  • Alyssa Albertelli

    Alyssa Albertelli

    Chief Compliance OfficerCRD 6091317

  • Charlie George

    Charlie George

    Chief AML OfficerCRD 3078024

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Contacts

3 of 54
  • Stephen Littman

    Stephen Littman

    DirectorCRD 2429699

  • Erik Labieniec

    Operations AssistantCRD 7287051

  • Meryl Chapman

    Meryl Chapman

    Vice PresidentCRD 5245985

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
245 Summer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth