Green Pier Fintech LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
61
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 organized as a limited liability company and is shown as SEC-registered beginning in 2022. FINTRX classifies ownership as a combination of a domestic entity and an individual and lists the firm’s regulatory classification as unclassified. The record flags several negative attributes: the firm is not identified as a capital allocator, is not active on ESG investing, and is not marked as a pension consultant or related adviser. FINTRX does not provide details on the firm’s client segments, fee schedules, core business lines, or specific advisory 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
  • Adrienne Kosta

    Adrienne Kosta

    Deputy Chief Operating OfficerCRD 5063159

  • Alyssa Albertelli

    Alyssa Albertelli

    Chief Compliance OfficerCRD 6091317

  • Noah Rhodes

    Noah Rhodes

    CFOCRD 6546392

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Contacts

3 of 56
  • Christopher Esser

    Compliance AnalystCRD 5745626

  • Matthew Price

    Senior Vice PresidentCRD 1417511

  • Joel Davis

    CRD 1603380

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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