Nvstr Financial LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
269966
Registered since
August 1, 2016

Firm profile

FINTRX

Overview

Nvstr Financial LLC is organized as a limited liability company with domestic/individual ownership. The firm is classified as unclassified in the available dataset and is not flagged as a capital allocator or an active ESG investor. Other structural flags in the profile indicate it is not a multi-state adviser, not a pension consultant, not a related adviser, and not identified as a newly formed adviser. The public record supplied here contains only high-level structural attributes; there are no listed fee arrangements, client segmentation details, or described advisory activities in the available dataset. That limited disclosure constrains what can be said about the firm's target clients, service model, or investment approach.

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 4
  • Stephen Murphy

    Stephen Murphy

    FounderCRD 2242466

  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

  • Steven Moralez

    Registered Financial AdvisorCRD 4352565

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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
1330 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth