Moomoo Financial Inc.

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
61
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 recorded as a corporate SEC-registered adviser (registration year 2018). FINTRX classifies ownership as a mix of a domestic entity and an individual and lists the firm’s classification as "unclassified," which indicates limited profile detail in the database. The snapshot indicates the firm does not operate as a capital allocator, is not flagged as an active ESG investor, and is not designated a multi-state adviser. It is also not listed as newly formed, a pension consultant, or a related adviser. FINTRX does not provide a description of the firm’s advisory activities, client segments, fee structure, or investment preferences.

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

2 of 2
  • Glen Stifelman

    Glen Stifelman

    Chief Compliance OfficerCRD 1699013

  • Neil McDonald

    Neil McDonald

    CEOCRD 1764574

Contacts

3 of 59
  • David Ding

    David Ding

    Client Service SpecialistCRD 2419776

  • Anthony Penn

    Anthony Penn

    Trading SpecialistCRD 7808809

  • Brendan McDermott

    Brendan McDermott

    SpecialistCRD 7479953

Unlock 56 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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