PARC STREET ADVISORS

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
SYOSSET, New York
CRD number
340376
Registered since
February 23, 2026
Fee structure
Percentage of AUM
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Parc Street Advisors is a newly formed limited liability company that registered with the SEC in 2026. The firm identifies as a capital allocator and operates primarily by selecting other advisers rather than running in-house portfolio teams. Its stated fee model is a percentage of assets under management. Parc Street Advisors does not report being an active ESG investor and is classified as a single-state adviser at present. Ownership is listed as individual, and the adviser is marked as unclassified in the snapshot data. The firm's operating model points to a manager-of-managers or outsourced CIO approach: the primary advisory activity is the selection of external managers and advisers, which implies emphasis on manager due diligence, structuring access to third-party strategies, and monitoring delegated mandates. Because the firm is newly formed, public disclosures about investment programs, track records, or client case studies are limited.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • CHRISTOPHER JONES

    Senior Benefits ConsultantCRD 2045198

  • GREGORY SHUFRO

    Principal & Senior Financial AdvisorCRD 4718283

  • STEVEN GLASS

    Principal & Senior Financial AdvisorCRD 1756153

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SYOSSET, NY

NASSAU

Location

SYOSSET, NY

Headquartered in SYOSSET, 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
6900 Jericho Tpke
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth