Umergence LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
52
Avg account
$0

Firm details

Headquarters
Plantsville, Connecticut
CRD number
284368
Registered since
September 19, 2017

Firm profile

FINTRX

Overview

Umergence LLC is organized as a limited liability company and is registered with the SEC; its registration year is 2017. FINTRX classifies ownership as a domestic entity and/or individual and does not assign the firm to a more specific advisory category. The public record provided does not include descriptions of the firm’s business activities, advisory services, client types, or fee structure. The firm is not listed as a capital allocator, not identified as an active ESG investor, and is not marked as a multi-state adviser, pension consultant, or related adviser.

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

3 of 5
  • Stephen Masiello

    Stephen Masiello

    Founder & CEOCRD 2682216

  • Jeffrey Ciarcia

    Co-Founder and CFOCRD 5118916

  • David Logan

    David Logan

    Co-Founder and CEOCRD 6627847

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Contacts

3 of 47
  • Melrick Dsouza

    Registered RepresentativeCRD 5151155

  • Melissa Bickerstaff

    Melissa Bickerstaff

    Registered RepresentativeCRD 6976229

  • Timothy Stoddart

    Timothy Stoddart

    Managing DirectorCRD 1894467

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plantsville, CT

Hartford

Location

Plantsville, CT

Headquartered in Plantsville, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
Hartford
Address
1006 S Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth