Story3 Advisors LLC

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

Firm details

Headquarters
Los Angeles, 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 disclosures for the firm are sparse: it is classified as "Unclassified" and lists its owner type as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state or newly formed adviser. It also does not identify as a pension consultant or as a related adviser. Routine details such as client segments, fee schedules, core business or advisory activities were not provided in the available record.

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 6
  • Peter Comisar

    Peter Comisar

    Founder & Managing PartnerCRD 2018433

  • Samir Shah

    Samir Shah

    PartnerCRD 3133806

  • Elizabeth Collins

    FinOpCRD 4714831

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, 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
11601 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth