U.S Brokerage, Inc.

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Alpharetta, Georgia
CRD number
39307
Registered since
November 24, 1995

Firm profile

FINTRX

Overview

U.S Brokerage, Inc. is organized as a corporation and appears in regulatory records dating back to 1995. The firm's ownership is reported as a mix of a domestic entity and an individual. In the dataset provided the firm is classified as "Unclassified" and does not identify itself as a capital allocator. The record indicates U.S Brokerage, Inc. is not an active ESG investor, is not designated as a multi-state adviser, and does not list roles such as pension consultant or related adviser. No details about advisory or brokerage business lines, fee schedules, client segments, or affiliated activities were supplied in the source material.

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

1 of 1
  • Sean Powers

    Managing Member And Chief Compliance OfficerCRD 2728782

Contacts

3 of 9
  • Millicent Callahan

    Millicent Callahan

    Vice PresidentCRD 1439873

  • Stephen Callahan

    Stephen Callahan

    PresidentCRD 1898482

  • Ralph Puzio

    Ralph Puzio

    Registered RepresentativeCRD 1272648

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth