Trive New York LLC

Broker-DealerFINRA Member
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 is shown in the dataset as being owned by a foreign entity and an individual. The firm is categorized as "unclassified," and the available profile contains very little on its investment mandate or client-facing services. The record indicates Trive New York LLC does not act as a capital allocator, is not identified as an active ESG investor, is not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. No details about business activities or advisory services are 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

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