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 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
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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