Nvstr Financial LLC

Broker-DealerFINRA MemberEst. 2016
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 and appears in SEC records with a registration year of 2016. The firm's ownership is recorded as a combination of a domestic entity and an individual. In FINTRX's classification fields the firm is listed as "Unclassified," and several typical profile items — such as client segments, fee schedule, and detailed advisory activities — are not reported in the available record. The profile flags a number of negative attributes: it is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not recorded as a related adviser to another registered firm. Those entries point to a minimal public footprint on investment program structure or cross-firm affiliations.

Assets & Accounts

Investments & Alternatives

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
  • Steven Moralez

    Registered Financial AdvisorCRD 4352565

  • Stephen Murphy

    Stephen Murphy

    FounderCRD 2242466

  • Monique Romero

    Monique Romero

    FinOpCRD 6712654

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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