U.S Brokerage, Inc.

Broker-DealerFINRA Member
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 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

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

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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