Fin2
Firm details
- Headquarters
- New York, New York
- CRD number
- 316863
- Registered since
- November 21, 2022
- Website
- www.getfierce.com
Firm profile
FINTRXOverview
Fin2 is organized as a limited liability company. Public data lists its ownership as a combination of a domestic entity and an individual and classifies the firm as unclassified for reporting purposes. Several firm attributes are recorded as negative flags: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a newly formed adviser, does not serve as a pension consultant, and has no related adviser designation. The firm has not provided descriptive information about its business model, advisory activities, fee structure, or client segments. Similarly, no materials describing its investments, manager allocations, or affiliations were supplied in the source data.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9Patrick Roach
Principal Financial OfficerCRD 2296361

William Thatcher
Registered RepresentativeCRD 2564782

Diane Canepa
Registered RepresentativeCRD 2371469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, 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
- New York
- Address
- 112 W 34th St
- Time zone
- ET (UTC-5)
- Office locations
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