National Financial Services LLC

Broker-DealerFINRA Member

Total AUM

—

Advisory reps

2,147

Avg account

Firm details

Headquarters: Boston, Massachusetts
CRD number: 13041
Registered since: October 23, 1981

Firm profile

FINTRX

Overview

National Financial Services LLC is organized as a limited liability company and is classified in the dataset as a qualified custodian. FINTRX lists the firm's ownership as a combination of a domestic entity and an individual. The snapshot data indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm did not supply details about its business activities, advisory services, client segments, or fee arrangements in the provided record.

Assets & Accounts

Location & Offices

Read the full firm profile in FINTRX →

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 7

Karen Michele Crupi
Senior Vice President & Deputy General Counsel, Chief Legal OfficerCRD 2982229
David Wakefield
SVP, Chief Financial OfficerCRD 3095440
Thomas Iaconetti
COO, Senior Director Client EngagementCRD 2417290