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 with individual ownership and is set up primarily to allocate capital rather than to act as a traditional, full-service advisory firm. Its reported advisory activity is limited to the selection of other advisers, which suggests the firm sources and appoints third-party managers or subadvisers to implement investment programs on behalf of its clients. The firm is listed as unclassified, does not identify as an active ESG investor, and does not operate as a multistate adviser. Its fee structure is recorded as “other,” indicating a nonstandard or bespoke billing arrangement. An affiliated accountant is noted among its industry relationships.

Assets & Accounts

Investments & Alternatives

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
  • Michael Bender

    CEO and CCOCRD 8273274

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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