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FIRM PROFILE
Overview
FORESIDE GLOBAL SERVICES, LLC is located at 190 Middle Street Suite 301, Portland, ME 04101 and was first established at Boston, Delaware in 01/30/2012. After operating for 14 years, FORESIDE GLOBAL SERVICES, 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 FORESIDE GLOBAL SERVICES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. FORESIDE GLOBAL SERVICES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FORESIDE GLOBAL SERVICES, 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 FORESIDE GLOBAL SERVICES, 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 FORESIDE GLOBAL SERVICES, 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.
Where the Statistical Data for FORESIDE GLOBAL SERVICES, LLC Comes From
Understanding the Statistics for FORESIDE GLOBAL SERVICES, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
190 Middle Street Suite 301, Portland, ME 04101
190 Middle Street Suite 301, Portland, ME 04101
Small
(866) 251-6920
Delaware since 01/30/2012
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| FORESIDE DISTRIBUTORS LLC | DIRECTOR OWNER/SOLE MEMBER | ||
| BRUNNER, JENNIFER ANNE | VP/CHIEF COMPLIANCE OFFICER | 1137783 | |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 | |
| EDELMAN, GABRIEL | SECRETARY | 6654419 | |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 | |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 | |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 | |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
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Advisor's working at FORESIDE GLOBAL SERVICES, LLC
Teresa Maria Kazmierski Cowan
Thomas Joseph Celestino
Carol Ann Bommarito
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