Adventix Global Markets LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Hauppauge, New York
CRD number
170640
Registered since
February 10, 2015

Firm profile

FINTRX

Overview

Adventix Global Markets LLC is organized as a limited liability company and is recorded as SEC-registered since 2015. Public records describe the firm’s ownership as involving both a foreign entity and an individual, and its regulatory classification is listed as unclassified. Available filings provide minimal detail about the firm’s client segments, fee schedules, or day-to-day advisory activities. The firm’s snapshot flags several negative attributes rather than investment specializations: it is not identified as a capital allocator, is not an active ESG investor, and is not designated as a pension consultant or related adviser. The profile contains no descriptions of strategy, asset classes favored, or portfolio construction approach.

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

2 of 2
  • David Mcclean

    David Mcclean

    DirectorCRD 1211045

  • Justin Perry

    CRD 2972607

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Hauppauge, NY

Suffolk

Location

Hauppauge, NY

Headquartered in Hauppauge, 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
Suffolk
Address
150 Motor Pkwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth