FLOURISH FINANCIAL LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
44
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
293019
Registered since
December 4, 2018

Firm profile

FINTRX

Overview

Flourish Financial LLC is organized as a limited liability company and has been SEC-registered since 2018. The firm is listed with an owner type described as both a domestic entity and an individual and is categorized as "Unclassified" in the dataset. Several operational attributes are captured in the snapshot: the firm is not identified as a capital allocator, does not report being an active ESG investor, is not designated a multi-state adviser, and is not marked as a pension consultant or related adviser. Specific descriptions of the firm's business activities and advisory services were not provided in the source data. The available fields are limited to registration and structural attributes rather than a client-service or product footprint.

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

Owners & executives

3 of 4
  • Dheeraj Bhat

    Chief Information Security OfficerCRD 6689854

  • MAXWELL LANE

    CEOCRD 6111790

  • KATE MURRAY

    Chief Compliance OfficerCRD 4958654

Unlock 1 more executives

Contacts

3 of 40
  • Patrick Liberona

    Registered RepresentativeCRD 6743166

  • Joyce Liu

    Relationship ManagerCRD 7801776

  • Alexa Beviano

    Registered RepresentativeCRD 7276790

Unlock 37 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
2 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth