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 SEC-registered; its registration dates to 2015. Ownership is reported as a combination of a foreign entity and an individual. Public summary fields classify the firm as "Unclassified" and indicate it does not identify as a capital allocator or an active ESG investor. The firm is also not recorded as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Available records do not include detail on the firm's fee schedule, client segments, or the specific advisory and business activities it conducts, so there is limited public information on how the firm sources clients or structures its advisory services.

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

    PrincipalCRD 1211045

  • JUSTIN PERRY

    CRD 2972607

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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