Story3 Advisors LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Pacific Palisades, California
CRD number
289456
Registered since
December 14, 2017

Firm profile

FINTRX

Overview

Story3 Advisors LLC is a limited liability company that registered with the SEC in 2017. Public profile fields are sparse: filings identify the owner type as a mix of a domestic entity and an individual, and the firm is listed as "unclassified" in the snapshot data. The record indicates Story3 Advisors does not operate as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser. Several standard profile fields—client base, fee structure, and specific advisory activities—are not populated in the available data.

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

Owners & executives

1 of 1
  • Peter Comisar

    Peter Comisar

    Founding Partner & CEOCRD 2018433

Contacts

3 of 5
  • Ryan Nehoray

    Ryan Nehoray

    Vice PresidentCRD 6387407

  • Samir Shah

    Samir Shah

    PartnerCRD 3133806

  • Arthur Chorbajian

    Arthur Chorbajian

    AssociateCRD 7611710

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pacific Palisades, CA

Los Angeles

Location

Pacific Palisades, CA

Headquartered in Pacific Palisades, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
15020 Altata Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth