SUPERVISION PARTNERS LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
300528
Registered since
June 17, 2020

Firm profile

FINTRX

Overview

Supervision Partners LLC is organized as a limited liability company and is registered with the SEC (registration date listed as 2020). FINTRX classifies ownership as a mix of a domestic entity and an individual but does not assign the firm to a specific advisory classification. The profile shows the firm is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. Public disclosures on investment strategies, client segments, fee schedules, and specific advisory activities are not provided in the source 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

Contacts

3 of 6
  • GREGORY FLORIO

    FounderCRD 4126029

  • JAMES LEAHY

    Managing PartnerCRD 5647281

  • Jason Cross

    Managing DirectorCRD 6559021

Unlock 3 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
641 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth