First Avenue

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
18
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
145860
Registered since
May 6, 2008

Firm profile

FINTRX

Overview

First Avenue is organized as a partnership and has been registered with the SEC since 2008. Ownership is listed as domestic with individual owners. Public disclosures are sparse: the firm is classified as "unclassified" in the available snapshot and does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The record provides no descriptive detail about client segments, fee arrangements, specific advisory services, or investment strategies. That limited disclosure makes it difficult to assess positioning, target clientele, or investment approach from the available data.

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

Owners & executives

1 of 1
  • Lydia Plant

    Chief Financial OfficerCRD 7390471

Contacts

3 of 17
  • Yugveer Singh

    Managing DirectorCRD 5506525

  • Andrew Schunk

    Andrew Schunk

    DirectorCRD 6682906

  • Suk-Hyun Shin

    SalespersonCRD 7599205

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
461 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth