Stockbroker and Financial Advisor Data

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Who are we?

The most price-efficient and comprehensive databases on the market

Over 700,000 United States registered representatives

The most comprehensive Registered Rep Database on the market

The oldest, most reliable firm in the industry.

Our parent firm was started in 1966 and has been providing data on registered securities reps in the US since 1989. Over 30 years of quiet, uninterrupted service without lawsuits or drama.

Comprehensive data on RIA Frims and BD Firms with officers

01

Better

Over 700,000 registered reps. More comprehensive than any other similar database on the market.

02

Price-Efficient

We can offer our services at a generally lower price and often on better terms than our competitors.

03

Special Features

We are able and willing to produce specialized research.

04

Third party coordination

We are able and willing to work with contractors outside of your organization for your benefit.

05

Flexible Support Hours

Our technicians can be available at almost any time to support you.

06

Easy to work with

Sometimes that matters.

Services

Data Hygiene

Update your data with the latest information and get the tools to keep it clean.

Mailing

Custom lists to reps/advisors/agents/officers at their work or home. We can help you with postcard mailing or direct you to seasoned professionals for more sophisticated mailings.

Facebook/LinkedIn/Google

We can help you use ads targeted to reps/advisors/agents/officers.

Telemarketing

We can help you with targeted telemarketing campaigns.

Industry Utilization

Portfolio

  • All
  • Publication
  • Card
  • Web

Publication 1

SIE displayed on The Sophisticated Investor.

Card 1

SIE Card.

Card 2

Qualified Media card.

Card 3

Discover SIE.

Publication 2

Broker Dealer appearance.

App 3

App

Team

Alex Wein

President

George Wein

Chief Executive Officer

Terri L. Chiodo

Vice President

Nelson Adams

Senior Vice President

Frances Shawera

Director of Business Development

Naresh Sharma

Director Data Hygiene and Development

Renuka Kunwar

Data Development Specialist

Navaraj

Manager Data Hygiene

Sabina

Data Hygiene Specialist

Neela

Data Analyst

Kalpana

Data Hygiene Specialist

Manisha

Data Entry Officer

Reena

Data Hygiene Specialist

Meenuka

Data Hygiene Officer

Contact

Location:

Kulpsville PA 19443

Call:

215-631-7285

End Contact Section