Coinbase Advisors
Firm details
- Headquarters
- Stamford, Connecticut
- CRD number
- 342338
- Registered since
- May 27, 2026
- Fee structure
- Other
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Coinbase Advisors is organized as a limited liability company and is registered with the SEC (registration year listed as 2026). The advisory practice is oriented toward portfolio management for individuals and small businesses. The firm is not identified as a capital allocator and does not flag itself as an active ESG investor. Its fee arrangement is recorded as “other.” Ownership is reported as a combination of a domestic entity and an individual, and the firm’s classification in the source profile is unclassified. The FINTRX profile lists a range of industry affiliations that expand the firm’s operational footprint beyond pure advice: broker-dealer, other investment adviser, commodity pool operator/commodity trading advisor (CPO/CTA), futures commission merchant (FCM), trust company, and insurance company. Those affiliations suggest internal or affiliated capabilities across brokerage, custody/trust services, futures and derivatives access, and insurance-linked distribution or structuring.
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
Owners & executives
3 of 3
Sarah Schroeder
CIOCRD 6514718
Glenn Cross
Chief Compliance OfficerCRD 8009228
Matt Lundy
COOCRD 8009244
Contacts
1 of 1
Anthony Bassili
PresidentCRD 5495710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stamford, CT
Fairfield
Location
Stamford, CT
Headquartered in Stamford, CT, 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
- Fairfield
- Address
- 2200 Atlantic St
- Time zone
- ET (UTC-5)
- Office locations
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