NOSURIS, INC.
Firm details
- Headquarters
- LYNBROOK, New York
- CRD number
- 160979
- Registered since
- April 3, 2026
- Website
- odifinancial.com
- Custodians
- BETTERMENT, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals84.21%
- HNWI10.53%
- Pension & Profit Sharing Plans5.26%
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Nosuris, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (2026) and describes itself as a capital allocator serving both individual & family and institutional clients. It operates as a registered representative of a broker-dealer and as an insurance broker, and provides financial planning, pension consulting and selection-of-other-advisers services. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Nosuris also identifies as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities10%
- US Government Bonds5%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1MARK DORFMAN
Chief Executive OfficerCRD 1457646
Contacts
1 of 1Julian Schubach
Vice President, Wealth ManagementCRD 6903588
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LYNBROOK, NY
NASSAU
Location
LYNBROOK, NY
Headquartered in LYNBROOK, 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
- NASSAU
- Address
- 700 Merrick Rd
- Time zone
- ET (UTC-5)
- Office locations
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