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 categorizes ownership as involving both a foreign entity and an individual and lists the firm's classification as unclassified. The record does not identify the firm as a capital allocator or an active ESG investor. It also indicates the adviser is not designated as multi-state, not a pension consultant, and not recorded as a related adviser. The dataset does not disclose the firm’s business activities, advisory services, fee schedule, or client segments, so there is no public detail in this source about how the firm positions its services or the client types it targets.

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth