Purestream, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
306750
Registered since
March 15, 2021

Firm profile

FINTRX

Overview

Purestream, LLC is organized as a limited liability company that registered with the SEC in 2021. Public filings and the FINTRX snapshot provide only a skeletal corporate profile: the firm is classified as unclassified and ownership is listed as a combination of a domestic entity and an individual. Several common adviser attributes are explicitly negative — Purestream is not flagged as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and is not marked as a related adviser. The firm has not disclosed its advisory activities, fee structure, or client segments in the provided data. Because those key business details are absent from the record, there is limited visibility into client types served, service model (discretionary versus nondiscretionary), or areas of investment emphasis beyond the negative flags noted above.

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

Owners & executives

3 of 3
  • Yogesh Wagle

    Yogesh Wagle

    CTOCRD 2852619

  • Sean Hoover

    Sean Hoover

    Chief Operating OfficerCRD 2618602

  • Armando Diaz

    Armando Diaz

    Chief Executive OfficerCRD 2013893

Contacts

3 of 7
  • Aaron Krieger

    Aaron Krieger

    General CounselCRD 7452592

  • Adrian Astiz

    Adrian Astiz

    DirectorCRD 7705498

  • John True

    Head of Market OperationsCRD 4724598

Unlock 4 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
75 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth