FLOURISH FINANCIAL LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 293019
- Registered since
- December 4, 2018
- Website
- www.flourish.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Dheeraj Bhat
Chief Information Security OfficerCRD 6689854
MAXWELL LANE
CEOCRD 6111790
KATE MURRAY
Chief Compliance OfficerCRD 4958654
Contacts
3 of 40Patrick Liberona
Registered RepresentativeCRD 6743166
Joyce Liu
Relationship ManagerCRD 7801776
Alexa Beviano
Registered RepresentativeCRD 7276790
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
- 2 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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