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 organized as a limited liability company and is SEC-registered since 2015. Ownership is listed as a combination of a foreign entity and an individual. In FINTRX classification the firm is labeled "Unclassified." Public filings identify it as not acting as a capital allocator and not positioning itself as an active ESG investor. It is not recorded as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset does not include explicit descriptions of the firm's advisory activities, target client segments, or fee model, so the firm's operational focus and service offering cannot be confirmed from the available FINTRX information.

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

    PrincipalCRD 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