Adventix Global Markets LLC
Firm details
- Headquarters
- Hauppauge, New York
- CRD number
- 170640
- Registered since
- February 10, 2015
Firm profile
FINTRXOverview
Adventix Global Markets LLC is organized as a limited liability company and has been SEC-registered since 2015. Ownership is reported as a mix of a foreign entity and an individual, and the firm is recorded in FINTRX as "unclassified" rather than fitting into a standard advisory subtype. The firm's snapshot flags a number of negative indicators for typical RIA activity: it is not identified as a capital allocator and is not marked as an active ESG investor. It is also not listed as a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The record includes no detail on advisory services, fee schedules, or client segments, which leaves its operating model and target clients unclear from the available summary.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
David Mcclean
DirectorCRD 1211045
Justin Perry
CRD 2972607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Madison Global Partners LLC
Broker-DealerHauppauge, NY
American Capital Partners, LLC
Broker-DealerHauppauge, NY
U.S Sterling Securities, Inc.
Broker-DealerHauppauge, NY
TSG Capital Advisors
Broker-DealerHauppauge, NY
K2 Capital Asset Management, LLC
Broker-DealerHauppauge, NY
Fortress Wealth Solutions LLC
Broker-DealerNew York, NY