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FIRM PROFILE
Overview
GREEN PIER FINTECH LLC is located at 245 Summer Street V3a, Boston, MA 02210 and was first established at Boston, Delaware in 02/05/2020. After operating for 5 years, GREEN PIER FINTECH 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 GREEN PIER FINTECH LLC’s clients are individuals and 0% of their clients are high net worth individuals. GREEN PIER FINTECH LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at GREEN PIER FINTECH 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 GREEN PIER FINTECH 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 GREEN PIER FINTECH 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 GREEN PIER FINTECH LLC Comes From
Understanding the Statistics for GREEN PIER FINTECH LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
245 Summer Street V3a, Boston, MA 02210
245 Summer Street V3a, Boston, MA 02210
Small
(617) 563-7000
Delaware since 02/05/2020
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | MEMBER | ||
| DESJOURDY, BRIAN | VP STRATEGY | 2520622 | |
| HOLMES, GARY | CHIEF COMPLIANCE OFFICER | 3171812 | |
| MORAN, EDWARD MICHAEL | PRINCIPAL OPERATIONS OFFICER | 1273715 | |
| PRICE, MATTHEW | CHIEF EXECUTIVE OFFICER | 1417511 | |
| SMITH, JORDAN | PRINCIPAL FINANCIAL OFFICER | 6534026 | |
| WEAVER, BRYAN ROBERT | CHIEF LEGAL OFFICER | 2933941 |
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Advisor's working at GREEN PIER FINTECH LLC
Edward M. Moran
Joel L Davis Jr
Jon Peter Hunt
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