U.S Brokerage, Inc.
Firm details
- Headquarters
- Alpharetta, Georgia
- CRD number
- 39307
- Registered since
- November 24, 1995
- Website
- www.usbrokerageinc.com
Firm profile
FINTRXOverview
U.S Brokerage, Inc. is organized as a corporation and is listed in the snapshot data with domestic entity and individual ownership. The firm is categorized as unclassified in the dataset. Available disclosures indicate it does not function as a capital allocator and it is not characterized as an ESG investor. The record also flags the firm as not operating as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm did not supply details on its client segments, fee arrangements, core business activities, or advisory services in the dataset, so those elements are not available for description here.
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
1 of 1Sean Powers
Managing Member And Chief Compliance OfficerCRD 2728782
Contacts
3 of 9
Millicent Callahan
Vice PresidentCRD 1439873

Stephen Callahan
PresidentCRD 1898482

Ralph Puzio
Registered RepresentativeCRD 1272648
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alpharetta, GA
Fulton
Location
Alpharetta, GA
Headquartered in Alpharetta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 6250 Shiloh Rd
- Time zone
- ET (UTC-5)
- Office locations
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