Homestead Financial Services Corp.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Arlington, Virginia
CRD number
26643
Registered since
August 24, 1990

Firm profile

FINTRX

Overview

Homestead Financial Services Corp. is organized as a corporation with domestic and individual ownership. FINTRX classifies the firm as unclassified and records that it does not function as a capital allocator. The profile indicates the firm is not positioned as an ESG investor and is not identified as a multi-state or newly formed adviser. It is also not listed as a pension consultant or as a related adviser to another registered entity. The firm has not provided descriptive information about its advisory activities, business lines, or affiliations to the database, so there is no publicly listed detail on client segments, fee models, or investment approach.

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 3
  • Danielle Sieverling

    Danielle Sieverling

    Chief Compliance OfficerCRD 4918493

  • Mark Santero

    Mark Santero

    President, CEOCRD 1148011

  • Jennifer Webster

    Chief Operating OfficerCRD 1438190

Contacts

3 of 21
  • Megan Fontem

    Megan Fontem

    Registered PrincipalCRD 5854868

  • Jung Seh

    Jung Seh

    Financial AdvisorCRD 5360108

  • Brian Allen

    Brian Allen

    ManagerCRD 4493122

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Arlington, VA

Arlington

Location

Arlington, VA

Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Arlington
Address
4301 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth