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CRD#: 323408
BD

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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

Where the Statistical Data for PINE DISTRIBUTORS LLC Comes From

Understanding the Statistics for PINE 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
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HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
501 S. Cherry Street Suite 610, Denver, CO 80246
Mailing Address
501 S. Cherry Street Suite 610, Denver, CO 80246
Firm Size
Small
Phone Number
(720) 651-8092
Established
Delaware since 08/30/2022
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
PINE ADVISOR SOLUTIONS LLCMEMBER
FAIRBANKS, MARK ALANPRESIDENT1847318
LEVESQUE, DARYNCOO6482085
MOSCARITOLO, SUSAN KALLAICCO2618909
WAGSTAFF, CONNER FRED IIIFINOP1427591
WOODCOCK, ALEXANDER JAMESPFO6454017

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

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Advisor's working at PINE DISTRIBUTORS LLC

CW

Conner Fred Wagstaff III

Conner Fred Wagstaff Iii, Conner Wagstaff, Fred Wagstaff
RR
CRD#: 1427591
Location:
Richmond, VA 23219
Company:
MARRIOTT SECURITIES, LLC
Disclosures:
Experience:
35 years
MS

Martha Romero Schuman

Martha Susan Romero, Martha Susan Schuman, Martha Romero Schuman
IAR
RR
CRD#: 1402962
Location:
Atascadero, CA
Company:
COMMUNITY CAPITAL MANAGEMENT, LLC
Disclosures:
Experience:
40 years
GD

George Eric Dale

RR
CRD#: 60049
CFP®: Certified Financial Planner
Location:
Denver, CO 80246
Company:
PINE DISTRIBUTORS LLC
Disclosures:
Experience:
52 years
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