Empire State Financial, Inc.

Broker-DealerFINRA MemberEst. 1971
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Long Beach, New York
CRD number
5657
Registered since
February 24, 1971
Website
esfi.com

Firm profile

FINTRX

Overview

Empire State Financial, Inc. is a corporation that has been SEC-registered since 1971. Publicly available registry details identify the owner type as a domestic entity and individual, and the firm is classified as unclassified in the provided data. The record indicates the firm does not self-identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser, pension consultant, or related adviser. No information about advisory activities, fee schedules, or the mix of client types was provided in the source data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 7
  • Adam Israel

    Adam Israel

    CCOCRD 1217606

  • Joseph Sipkin

    Joseph Sipkin

    Financial and Operations PrincipalCRD 1334813

  • Samuel Fleischman

    Samuel Fleischman

    Senior Compliance ProfessionalCRD 1860709

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Long Beach, NY

Nassau

Location

Long Beach, NY

Headquartered in Long Beach, 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
Nassau
Address
20 W Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth