TRIVE NEW YORK LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
21946
Registered since
April 29, 1988

Firm profile

FINTRX

Overview

Trive New York LLC is organized as a limited liability company and has been registered with the SEC since 1988. Public filings identify the ownership as a mix of a foreign entity and an individual, but the firm’s classification is listed as unclassified. The dataset contains minimal detail about the firm’s business model: there is no disclosed information on client segments, fee schedules, specific advisory services, or other typical business activities. Regulatory flags in the record indicate the firm is not a multistate adviser, not newly formed, and does not list related-adviser or pension-consultant roles. The firm is also not classified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • JOSE SAA

    Chief Compliance OfficerCRD 1677154

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
85 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth