Adventix Global Markets LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Hauppauge, New York
CRD number
170640
Registered since
February 10, 2015

Firm profile

FINTRX

Overview

Adventix Global Markets LLC is a limited liability company that registered with the SEC in 2015. FINTRX classifies the firm as unclassified and lists its ownership as a mix of a foreign entity and an individual. The firm is not identified as a capital allocator, does not self-report as an active ESG investor, and is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Fields for advisory activities, business activities, client base and fee structure were not provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • David Mcclean

    David Mcclean

    DirectorCRD 1211045

  • Justin Perry

    CRD 2972607

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hauppauge, NY

Suffolk

Location

Hauppauge, NY

Headquartered in Hauppauge, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
150 Motor Pkwy
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth