Moomoo Financial Inc.

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
62
Avg account
$0

Firm details

Headquarters
Jersey City, New Jersey
CRD number
283078
Registered since
January 19, 2018

Firm profile

FINTRX

Overview

Moomoo Financial Inc. is a corporate advisory entity that registered with the SEC in 2018. Public records list the owner type as a combination of a domestic entity and an individual and classify the firm as "Unclassified." The firm is not identified as a capital allocator and does not appear on filings as an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. Beyond basic registration attributes, the firm has not provided granular disclosure about its advisory mandate, fee schedule, client segments, or specific investment approach. That limited public footprint makes it difficult to characterize product focus, target clients, or portfolio construction practices from available data.

Assets & Accounts

Location & Offices

Investment profile

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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

3 of 3
  • Glen Stifelman

    Glen Stifelman

    Chief Compliance OfficerCRD 1699013

  • Darren Parsons

    Darren Parsons

    Chief Operating OfficerCRD 2382680

  • Neil McDonald

    Neil McDonald

    CEOCRD 1764574

Contacts

3 of 59
  • Alex Catarroja

    Alex Catarroja

    Senior Compliance DirectorCRD 4151962

  • Jialin Huang

    Jialin Huang

    Director, OnboardingCRD 6226000

  • David Ding

    David Ding

    Client Service SpecialistCRD 2419776

Unlock 56 more contacts

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

Jersey City, NJ

Hudson

Location

Jersey City, NJ

Headquartered in Jersey City, NJ, 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
Hudson
Address
185 Hudson St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth