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FIRM PROFILE
Overview
FORESIDE DISTRIBUTION SERVICES, L.P. is located at 190 Middle Street Suite 301, Portland, ME 04101 and was first established at Boston, Ohio in 11/25/1986. After operating for 39 years, FORESIDE DISTRIBUTION SERVICES, L.P. 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 DISTRIBUTION SERVICES, L.P.’s clients are individuals and 0% of their clients are high net worth individuals. FORESIDE DISTRIBUTION SERVICES, L.P. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FORESIDE DISTRIBUTION SERVICES, L.P. are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 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 DISTRIBUTION SERVICES, L.P.‘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 DISTRIBUTION SERVICES, L.P.. 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 DISTRIBUTION SERVICES, L.P. Comes From
Understanding the Statistics for FORESIDE DISTRIBUTION SERVICES, L.P. 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
Ohio since 11/25/1986
Partnership
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | GENERAL AND LIMITED PARTNER | ||
| BRUNNER, JENNIFER ANNE | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | 1137783 | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/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 DISTRIBUTION SERVICES, L.P.
Teresa Maria Kazmierski Cowan
Susan Lorene La Fond
Kate Schendel Macchia
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