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 organized as a corporation and has been SEC-registered since 2018. Filings identify the owner type as a domestic entity and individual, and the firm is classified in the dataset as "unclassified." The available disclosures indicate it does not present itself as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state registered adviser. Public-facing details about the firm's advisory activities, client types, fee schedules and business lines are not provided in the dataset, so its client-facing proposition and investment focus cannot be characterized from the available material.

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 60
  • David Ding

    David Ding

    Client Service SpecialistCRD 2419776

  • Anthony Penn

    Anthony Penn

    Trading SpecialistCRD 7808809

  • Brendan McDermott

    Brendan McDermott

    SpecialistCRD 7479953

Unlock 57 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

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