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 organized as a limited liability company and has been registered with the SEC since 2017. Ownership is listed as a combination of a domestic entity and an individual. The firm's public snapshot classifies it as "Unclassified" rather than aligning it with standard RIA subtypes. The firm reports a narrow public profile: it is not identified as a capital allocator, does not self-describe as an active ESG investor, and is not designated as a multi-state adviser. It is also not flagged as a newly formed adviser, a pension consultant, or a related adviser. Typical operational details such as client types, fee schedules, and specific advisory activities were not included in the available snapshot.

Assets & Accounts

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

Unlock 3 more contacts

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