Story3 Advisors LLC

Broker-DealerFINRA Member
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 organized as a limited liability company with ownership described as a mix of a domestic entity and an individual. Public records provide only high-level firm attributes: the adviser is classified as unclassified, does not function as a capital allocator, is not identified as an active ESG investor, and does not report multi-state advisory status or pension consulting activity. The firm has not supplied descriptions of its business lines, advisory activities, client segments, or fee arrangements in the data reviewed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

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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

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