BrokerageSelect is more than a securities brokerage, it is a boutique wealth management firm founded by investors. BrokerageSelect is flexible, allowing and encouraging clients to use the combination of financial channels that best suits their needs – full-service traditional brokerage to professional money management to self-directed trading and anywhere in-between. We offer the highest degree of service, attention, and care.
Our experience, our knowledge, our range of services, and our dedication are what sets us apart.
Supporting our efforts is our custodian and clearing firm, Wedbush Securities, Inc. (“Wedbush”). With over 55 years of experience and almost $4 billion in assets, Wedbush is one of the country’s leading clearing firms. Wedbush holds all our client assets, mails statements, and trade confirmations, executes client trades, and provides our online systems.
Member FINRA/ SIPC and Registered With MSRB
This website is for use only in jurisdictions where BrokerageSelect is registered to conduct business.
Investors can find information about securities broker-dealers and registered representatives at brokercheck.finra.org
Ian Green is CEO & Principal whose specialty is in Separately Managed Accounts, Securities Brokerage, and Mutual Funds.
In addition to over 25 years of investing experience, Ian is a CPA and holds a BS in Accounting/Economics from Marist College and an MBA in finance from Columbia University. Ian also holds a Personal Financial Planning designation from the American Institute of CPAs. Prior to founding BrokerageSelect, his experience included positions at KPMG and Citigroup.
Kevin J. Donnelly has years of experience as a Certified Financial Planner specializing in Asset Allocation, Life/Health Insurance, Variable and Fixed Annuities, 401Ks, Household Cash Flow, and Estate and Retirement Plans.
Kevin is a graduate of Union University and has an MBA from Columbia University. Kevin’s financial planning experience includes working for Arthur Andersen and CIGNA companies.
Barry Drogy has long-term experience in Managed Accounts, Fixed and Variable Annuities, Life/Health Insurance, Retirement Plans, and Trusts.
Prior to joining BrokerageSelect, Barry held senior positions at Guardian Life Trust and Morgan Stanley Trust. He is an alumnus of The State University of New York and Pace University.
Separately Managed Accounts
Kevin Donnelly is a Certified Financial Planner and provides clients with in-depth guidance on their personal financial matters.
Self-Directed On-Line Trading
We offer a state-of-the-art client Internet platform with real-time quotes, market news, charts, investment cost tracking and other features.
We can find the best products and carriers to meet the needs of our individual and business clients.
Solutions For Registered Investment Advisors
We are able to offer execution, custodian services and technology. Advisor clients have access to Wedbush’s BrokerInsight® as well as other platforms for trade execution and client management.