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 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

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

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