Coinbase Advisors

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
4

Firm details

Headquarters
Stamford, Connecticut
CRD number
342338
Registered since
May 27, 2026
Fee structure
Other
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Sarah Schroeder

    Sarah Schroeder

    CIOCRD 6514718

  • Glenn Cross

    Chief Compliance OfficerCRD 8009228

  • Matt Lundy

    COOCRD 8009244

Contacts

1 of 1
  • Anthony Bassili

    Anthony Bassili

    PresidentCRD 5495710

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth