Hartfield, Titus & Donnelly, LLC

Broker-DealerFINRA MemberEst. 1976
Total AUM
—
Advisory reps
46
Avg account
$0

Firm details

Headquarters
Jersey City, New Jersey
CRD number
7117
Registered since
February 2, 1976

Firm profile

FINTRX

Overview

Hartfield, Titus & Donnelly, LLC is organized as a limited liability company and has been SEC-registered since 1976. The firm's ownership is listed as a combination of a domestic entity and individual owners. Its internal classification is recorded as "Unclassified" in the snapshot data, and the profile flags the firm as not operating as a capital allocator. The firm is not identified as an active ESG investor. The snapshot leaves fee structure, client base, business activities, and advisory activities unspecified, so public-facing descriptions of what services the firm emphasizes are not available in the provided data.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Christopher Ferreri

    Christopher Ferreri

    Chief Operating OfficerCRD 1677406

Contacts

3 of 45
  • Joseph Caldas

    Joseph Caldas

    Municipal Bond BrokerCRD 501739

  • Robert Lubin

    Vice PresidentCRD 502337

  • Peter Garofolo

    Corporate Bond BrokerCRD 1032693

Unlock 42 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jersey City, NJ

Hudson

Location

Jersey City, NJ

Headquartered in Jersey City, NJ, 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
Hudson
Address
111 Town Square Pl
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth