Homestead Financial Services Corp.
Firm details
- Headquarters
- Arlington, Virginia
- CRD number
- 26643
- Registered since
- August 24, 1990
- Website
- www.homesteadfunds.com
Firm profile
FINTRXOverview
Homestead Financial Services Corp. is organized as a corporation and appears in FINTRX as an SEC-registered adviser since 1990. Ownership is listed as a domestic entity and an individual. The snapshot information is limited: the firm is classified as "Unclassified" and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX does not include descriptions of the firm's advisory activities, business lines, client segments, or fee structure, so there is no disclosed information on its investment strategy, target clients, or service model.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Danielle Sieverling
Chief Compliance OfficerCRD 4918493

Mark Santero
President, CEOCRD 1148011
Jennifer Webster
Chief Operating OfficerCRD 1438190
Contacts
3 of 19
Amy Di Mauro
Financial Operations PrincipalCRD 4731228
Cedrian Cross-smith
Advertising Compliance AnalystCRD 2865564

Monica Ollivierre
ManagerCRD 4036059
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
B. Riley Securities, Inc.
Broker-DealerArlington, VA
Assetpoint Financial, LLC
Broker-DealerArlington, VA
Acalyx Advisors Inc.
Broker-DealerArlington, VA
Marriott Securities, LLC
Broker-DealerRichmond, VA
Wealthforge Securities, LLC
Broker-DealerRichmond, VA
Velerity Group, Inc.
Broker-DealerGreat Falls, VA