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. Public records classify the firm as unclassified and indicate mixed ownership that includes both a domestic entity and an individual. Filings characterize the firm as neither a capital allocator nor an active ESG investor. Other regulatory-designation flags show it is not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm’s disclosures in the dataset are sparse on core business details: there’s no descriptive listing of its fee schedule, client segments, specific advisory activities, or typical investment approaches. Those omissions make it difficult to infer target clients or portfolio construction practices from the available public snapshot.

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

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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