AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check

FIND A IMST DISTRIBUTORS, LLC FINANCIAL ADVISOR NEAR ME

Find, Compare and Monitor Financial Advisors at IMST DISTRIBUTORS, LLC

CRD#: 130745
BD

Looking for a Financial Advisor at IMST DISTRIBUTORS, LLC?

We have compiled every financial advisor who works at IMST DISTRIBUTORS, LLC in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

If you need additional assistance finding the specific financial advisor you are looking for, please use our search tool below and type in either their name or CRD number.

FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

IMST DISTRIBUTORS, LLC is located at 190 Middle Street Suite 301, Portland, ME 04101 and was first established at Boston, Delaware in 01/01/2008. After operating for 18 years, IMST DISTRIBUTORS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of IMST DISTRIBUTORS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. IMST DISTRIBUTORS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at IMST DISTRIBUTORS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access IMST DISTRIBUTORS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at IMST DISTRIBUTORS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for IMST DISTRIBUTORS, LLC Comes From

Understanding the Statistics for IMST DISTRIBUTORS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Firm Size
Small
Phone Number
(866) 251-6920
Established
Delaware since 01/01/2008
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENECHIEF COMPLIANCE OFFICER / VP / TREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

How Do I Determine Which Firm to Work With?

Advisor's working at IMST DISTRIBUTORS, LLC

JM

John Matthew Macarthur

Matt Macarthur
IAR
RR
CRD#: 1904282
Location:
Laguna Beach, CA 92651-2974
Company:
WCM INVESTMENT MANAGEMENT
Disclosures:
Experience:
37 years
View Profile
BE

Brian Lawrence Elliott

Brian L Elliott
IAR
RR
CRD#: 2226030
Location:
Los Angeles, CA 90025-1770
Company:
GENTER CAPITAL MANAGEMENT
Disclosures:
Experience:
32 years
View Profile
DG

Darryl Stephen Grayson

Darryl Greenberg
IAR
RR
CRD#: 2296764
Location:
Mt. Laurel, NJ 08054
Company:
ACR ALPINE CAPITAL RESEARCH, LLC
Disclosures:
Experience:
33 years
View Profile
Name or CRD#
Location
Firm name (optional)
Credentials
Advisor type
Disclosures
Experience (Years)

Compare statistics for financial advisors here.

Review financial advisor disclosures here.

footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics