MOE Doe LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Melville, New York
CRD number
340347
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

MOE Doe LLC is organized as a limited liability company and is registered as an institutional registered investment adviser. The firm is described as a capital allocator whose advisory activity centers on the selection of other advisers — essentially sourcing and directing client capital to outside managers rather than running a large in-house investment platform. Ownership is by an individual and the firm does not identify itself as an active ESG investor or a multi-state adviser. Its fee structure is listed as "other," and the record indicates relationships or industry affiliation with an accounting professional, which may reflect tax or reporting support.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Michael Bender

    CEO and CCOCRD 8273274

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Melville, NY

Suffolk

Location

Melville, NY

Headquartered in Melville, 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
510 Broadhollow Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth