Supervision Partners LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 300528
- Registered since
- June 17, 2020
Firm profile
FINTRXOverview
Supervision Partners LLC is organized as a limited liability company and is privately held by a combination of a domestic entity and an individual. Public-record snapshots provide very limited operational detail: the advisory classification is listed as unclassified, and the firm is not identified as a capital allocator, pension consultant, or related-adviser. The profile indicates it does not pursue ESG investing and is not set up as a multi-state adviser; it is also not flagged as newly formed. The firm did not supply narrative descriptions of its business activities, advisory services, client types, or fee structure.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Gregory Florio
FounderCRD 4126029

Sandra Haas
Registered RepresentativeCRD 2761753

James Baldwin
Managing PartnerCRD 4637521
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Robotti Securities, LLC
Broker-DealerNew York, NY
Rothschild & Co US Inc.
Broker-DealerNew York, NY
Rencap Securities, Inc.
Broker-DealerNew York, NY
Galaxy Securities, LLC
Broker-DealerNew York, NY
Ladenburg Thalmann & Co Inc.
Broker-DealerNew York, NY
Lazard Freres & Co LLC
Broker-DealerNew York, NY