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 is recorded in FINTRX as an SEC-registered adviser since 1976. The firm's ownership is listed as a mix of a domestic entity and individual ownership. FINTRX classifies the business as "unclassified" and notes that the firm is not designated as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state adviser. The dataset does not provide details about the firm's advisory activities, client segments, fee structure, or related business lines.

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

1 of 1
  • Christopher Ferreri

    Christopher Ferreri

    Chief Operating OfficerCRD 1677406

Contacts

3 of 45
  • Vincent Irwin

    Bond BrokerCRD 2534976

  • John Jenkins

    John Jenkins

    BrokerCRD 5792854

  • Joseph Caldas

    Joseph Caldas

    Municipal Bond BrokerCRD 501739

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth