Nuvama Financial Services Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
172455
Registered since
February 24, 2015

Firm profile

FINTRX

Overview

Nuvama Financial Services Inc. is organized as a corporation and, per the firm’s FINTRX entry, ownership involves both a foreign entity and an individual. The dataset offers limited detail on business lines or target client segments; FINTRX classifies the firm as "Unclassified." The profile indicates the firm is not positioned as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser.

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

Contacts

3 of 5
  • John Fleming

    Managing DirectorCRD 2591784

  • Pranjul Srivastava

    Managing DirectorCRD 2768203

  • Jeffrey Heller

    Jeffrey Heller

    Vice President and TreasurerCRD 3139370

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
450 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth