Supervision Partners LLC

Broker-DealerFINRA Member
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 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

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

    Gregory Florio

    FounderCRD 4126029

  • Sandra Haas

    Sandra Haas

    Registered RepresentativeCRD 2761753

  • James Baldwin

    James Baldwin

    Managing PartnerCRD 4637521

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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